BerganKDV Wealth Management’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$28K Sell
2023
Q1
$26.9K Hold
2022
Q4
$23.8K Buy
2022
Q3
$22K Sell
2022
Q2
$23K Buy
2022
Q1
$29K Sell
2021
Q4
$45K Hold
2021
Q3
$37K Buy