Carson Wealth (CWM LLC)’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
9,698
+711
| +8% | +$94.6K | ﹤0.01% | 1131 |
|
|
2025
Q1 | $1.04M | Buy |
8,987
+398
| +5% | +$46K | ﹤0.01% | 1104 |
|
|
2024
Q4 | $1.27M | Buy |
8,589
+744
| +9% | +$110K | 0.01% | 953 |
|
|
2024
Q3 | $1.02M | Sell |
7,845
-570
| -7% | -$74.4K | ﹤0.01% | 1013 |
|
|
2024
Q2 | $886K | Buy |
8,415
+631
| +8% | +$66.4K | ﹤0.01% | 953 |
|
|
2024
Q1 | $783K | Buy |
7,784
+570
| +8% | +$57.3K | ﹤0.01% | 956 |
|
|
2023
Q4 | $598K | Sell |
7,214
-365
| -5% | -$30.3K | ﹤0.01% | 995 |
|
|
2023
Q3 | $467K | Buy |
7,579
+62
| +0.8% | +$3.82K | ﹤0.01% | 998 |
|
|
2023
Q2 | $421K | Buy |
7,517
+546
| +8% | +$30.6K | ﹤0.01% | 990 |
|
|
2023
Q1 | $366K | Buy |
6,971
+194
| +3% | +$10.2K | ﹤0.01% | 987 |
|
|
2022
Q4 | $315K | Sell |
6,777
-961
| -12% | -$44.7K | ﹤0.01% | 937 |
|
|
2022
Q3 | $333K | Buy |
7,738
+1,355
| +21% | +$58.3K | ﹤0.01% | 873 |
|
|
2022
Q2 | $295K | Buy |
6,383
+3,204
| +101% | +$148K | ﹤0.01% | 897 |
|
|
2022
Q1 | $186K | Buy |
3,179
+385
| +14% | +$22.5K | ﹤0.01% | 1060 |
|
|
2021
Q4 | $208K | Buy |
+2,794
| New | +$208K | ﹤0.01% | 1004 |
|
|
2021
Q2 | $157K | Hold |
2,652
| – | – | ﹤0.01% | 980 |
|
|
2021
Q1 | $157K | Hold |
2,652
| – | – | ﹤0.01% | 980 |
|
|
2020
Q4 | $157K | Hold |
2,652
| – | – | ﹤0.01% | 980 |
|
|
2020
Q3 | $157K | Hold |
2,652
| – | – | ﹤0.01% | 980 |
|
|
2020
Q2 | $157K | Hold |
2,652
| – | – | ﹤0.01% | 980 |
|
|
2020
Q1 | $157K | Hold |
2,652
| – | – | ﹤0.01% | 980 |
|
|
2019
Q4 | $157K | Hold |
2,652
| – | – | ﹤0.01% | 980 |
|
|
2019
Q3 | $157K | Hold |
2,652
| – | – | ﹤0.01% | 980 |
|
|
2019
Q2 | $157K | Hold |
2,652
| – | – | ﹤0.01% | 980 |
|
|
2019
Q1 | $157K | Buy |
2,652
+2,103
| +383% | +$124K | ﹤0.01% | 980 |
|
|
2018
Q4 | $11K | Buy |
+549
| New | +$11K | ﹤0.01% | 1300 |
|
|
2016
Q3 | – | Sell |
-841
| Closed | -$10K | – | 1026 |
|
|
2016
Q2 | $10K | Buy |
+841
| New | +$10K | ﹤0.01% | 554 |
|