CFM Wealth Partners’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
Q2 | $4.14M | Buy |
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|
2025
Q1 | $3.26M | Buy |
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|
2024
Q4 | $3.89M | Buy |
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|
2024
Q3 | $3.35M | Buy |
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|
2024
Q2 | $2.28M | Buy |
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|
2024
Q1 | $1.72M | Buy |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $805K | Buy |
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|
2023
Q2 | $727K | Sell |
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|
2023
Q1 | $696K | Sell |
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|
2022
Q4 | $659K | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.39M | Sell |
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|
2022
Q1 | $1.86M | Sell |
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|
2021
Q4 | $2.75M | Buy |
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|
2021
Q3 | $872K | Buy |
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|
2021
Q2 | $687K | Buy |
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