Bogart Wealth LLC’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $235K | Buy |
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|
2025
Q2 | $240K | Buy |
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|
2025
Q1 | $208K | Sell |
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|
2024
Q4 | $274K | Buy |
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|
2024
Q3 | $234K | Buy |
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|
2024
Q2 | $188K | Buy |
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|
2024
Q1 | $171K | Hold |
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|
2023
Q4 | $141K | Sell |
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|
2023
Q3 | $107K | Hold |
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|
2023
Q2 | $97.7K | Hold |
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|
2023
Q1 | $91.6K | Hold |
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|
2022
Q4 | $81K | Hold |
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|
2022
Q3 | $75K | Hold |
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|
2022
Q2 | $81K | Hold |
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|
2022
Q1 | $102K | Buy |
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|
2021
Q4 | $127K | Hold |
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|
2021
Q3 | $104K | Hold |
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|
2021
Q2 | $101K | Hold |
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|
2021
Q1 | $83K | Hold |
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|
2020
Q4 | $68K | Hold |
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|
2020
Q3 | $58K | Hold |
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|
2020
Q2 | $53K | Hold |
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|
2020
Q1 | $40K | Hold |
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|
2019
Q4 | $50K | Buy |
|