Carolinas Wealth Consulting’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-4,991
| Closed | -$577K | – | 514 |
|
2025
Q1 | $577K | Buy |
4,991
+21
| +0.4% | +$2.43K | 0.12% | 90 |
|
2024
Q4 | $735K | Sell |
4,970
-351
| -7% | -$51.9K | 0.14% | 82 |
|
2024
Q3 | $695K | Buy |
5,321
+414
| +8% | +$54.1K | 0.13% | 88 |
|
2024
Q2 | $516K | Sell |
4,907
-32
| -0.6% | -$3.37K | 0.1% | 103 |
|
2024
Q1 | $497K | Buy |
4,939
+4,117
| +501% | +$414K | 0.1% | 98 |
|
2023
Q4 | $68.1K | Buy |
822
+557
| +210% | +$46.2K | 0.01% | 293 |
|
2023
Q3 | $14.7K | Sell |
265
-10
| -4% | -$555 | ﹤0.01% | 469 |
|
2023
Q2 | $15.4K | Sell |
275
-332
| -55% | -$18.6K | ﹤0.01% | 523 |
|
2023
Q1 | $31.9K | Hold |
607
| – | – | 0.01% | 422 |
|
2022
Q4 | $28.2K | Buy |
607
+1
| +0.2% | +$46 | 0.01% | 435 |
|
2022
Q3 | $26K | Buy |
606
+1
| +0.2% | +$43 | 0.01% | 409 |
|
2022
Q2 | $28K | Buy |
605
+59
| +11% | +$2.73K | 0.01% | 407 |
|
2022
Q1 | $32K | Buy |
546
+1
| +0.2% | +$59 | 0.01% | 417 |
|
2021
Q4 | $41K | Buy |
545
+137
| +34% | +$10.3K | 0.01% | 390 |
|
2021
Q3 | $25K | Sell |
408
-2,264
| -85% | -$139K | 0.01% | 436 |
|
2021
Q2 | $158K | Hold |
2,672
| – | – | 0.03% | 196 |
|
2021
Q1 | $131K | Hold |
2,672
| – | – | 0.03% | 223 |
|
2020
Q4 | $108K | Buy |
2,672
+696
| +35% | +$28.1K | 0.03% | 222 |
|
2020
Q3 | $68K | Buy |
+1,976
| New | +$68K | 0.02% | 236 |
|