CWP
CFM Wealth Partners’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.14M | Buy |
31,142
+2,927
| +10% | +$389K | 0.66% | 42 |
|
|
2025
Q1 | $3.26M | Buy |
28,215
+1,886
| +7% | +$218K | 0.58% | 44 |
|
|
2024
Q4 | $3.89M | Buy |
26,329
+703
| +3% | +$104K | 0.66% | 42 |
|
|
2024
Q3 | $3.35M | Buy |
25,626
+3,971
| +18% | +$519K | 0.58% | 42 |
|
|
2024
Q2 | $2.28M | Buy |
21,655
+4,507
| +26% | +$474K | 0.42% | 54 |
|
|
2024
Q1 | $1.72M | Buy |
17,148
+3,985
| +30% | +$401K | 0.35% | 62 |
|
|
2023
Q4 | $1.09M | Buy |
13,163
+96
| +0.7% | +$7.95K | 0.25% | 72 |
|
|
2023
Q3 | $805K | Buy |
13,067
+90
| +0.7% | +$5.54K | 0.21% | 75 |
|
|
2023
Q2 | $727K | Sell |
12,977
-276
| -2% | -$15.5K | 0.18% | 90 |
|
|
2023
Q1 | $696K | Sell |
13,253
-948
| -7% | -$49.8K | 0.19% | 88 |
|
|
2022
Q4 | $659K | Sell |
14,201
-12,293
| -46% | -$571K | 0.2% | 92 |
|
|
2022
Q3 | $1.14M | Sell |
26,494
-3,528
| -12% | -$152K | 0.36% | 62 |
|
|
2022
Q2 | $1.39M | Sell |
30,022
-1,841
| -6% | -$85.2K | 0.42% | 62 |
|
|
2022
Q1 | $1.86M | Sell |
31,863
-5,542
| -15% | -$324K | 0.45% | 59 |
|
|
2021
Q4 | $2.75M | Buy |
37,405
+23,073
| +161% | +$1.7M | 0.61% | 46 |
|
|
2021
Q3 | $872K | Buy |
14,332
+2,731
| +24% | +$166K | 0.22% | 87 |
|
|
2021
Q2 | $687K | Buy |
+11,601
| New | +$687K | 0.18% | 88 |
|