CIBC Private Wealth Group’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
19,314
+157
| +0.8% | +$20.9K | ﹤0.01% | 515 |
|
|
2025
Q1 | $1.81M | Sell |
19,157
-3,174
| -14% | -$300K | ﹤0.01% | 550 |
|
|
2024
Q4 | $3.31M | Buy |
22,331
+2,775
| +14% | +$411K | 0.01% | 486 |
|
|
2024
Q3 | $2.55M | Sell |
19,556
-52
| -0.3% | -$6.79K | ﹤0.01% | 521 |
|
|
2024
Q2 | $2.06M | Sell |
19,608
-8,640
| -31% | -$908K | ﹤0.01% | 540 |
|
|
2024
Q1 | $2.82M | Sell |
28,248
-16,235
| -36% | -$1.62M | 0.01% | 486 |
|
|
2023
Q4 | $3.69M | Sell |
44,483
-204
| -0.5% | -$16.9K | 0.01% | 428 |
|
|
2023
Q3 | $2.75M | Sell |
44,687
-2,622
| -6% | -$162K | 0.01% | 449 |
|
|
2023
Q2 | $2.65M | Buy |
47,309
+9,276
| +24% | +$519K | 0.01% | 458 |
|
|
2023
Q1 | $5.85M | Buy |
38,033
+8,122
| +27% | +$1.25M | 0.01% | 377 |
|
|
2022
Q4 | $1.06M | Buy |
29,911
+3,125
| +12% | +$111K | ﹤0.01% | 519 |
|
|
2022
Q3 | $1.15M | Buy |
26,786
+7,518
| +39% | +$323K | ﹤0.01% | 563 |
|
|
2022
Q2 | $892K | Sell |
19,268
-1,135
| -6% | -$52.5K | ﹤0.01% | 613 |
|
|
2022
Q1 | $1.19M | Sell |
20,403
-20,285
| -50% | -$1.19M | ﹤0.01% | 606 |
|
|
2021
Q4 | $3.03M | Buy |
40,688
+3,282
| +9% | +$245K | 0.01% | 460 |
|
|
2021
Q3 | $2.28M | Buy |
37,406
+14,976
| +67% | +$912K | 0.01% | 489 |
|
|
2021
Q2 | $1.33M | Sell |
22,430
-646
| -3% | -$38.3K | ﹤0.01% | 604 |
|
|
2021
Q1 | $1.13M | Buy |
23,076
+6,599
| +40% | +$323K | ﹤0.01% | 644 |
|
|
2020
Q4 | $667K | Sell |
16,477
-933
| -5% | -$37.8K | ﹤0.01% | 717 |
|
|
2020
Q3 | $598K | Sell |
17,410
-9,596
| -36% | -$330K | ﹤0.01% | 657 |
|
|
2020
Q2 | $834K | Buy |
27,006
+2,157
| +9% | +$66.6K | ﹤0.01% | 476 |
|
|
2020
Q1 | $583K | Sell |
24,849
-7,492
| -23% | -$176K | ﹤0.01% | 597 |
|
|
2019
Q4 | $944K | Sell |
32,341
-3,502
| -10% | -$102K | ﹤0.01% | 592 |
|
|
2019
Q3 | $962K | Sell |
35,843
-3,383
| -9% | -$90.8K | ﹤0.01% | 574 |
|
|
2019
Q2 | $992K | Buy |
39,226
+23,969
| +157% | +$606K | ﹤0.01% | 583 |
|
|
2019
Q1 | $358K | Buy |
+15,257
| New | +$358K | ﹤0.01% | 788 |
|
|
2018
Q4 | – | Sell |
-151,064
| Closed | -$4.12M | – | 909 |
|
|
2018
Q3 | $4.12M | Buy |
+151,064
| New | +$4.12M | 0.02% | 391 |
|
|
2018
Q2 | – | Sell |
-1,200
| Closed | -$24K | – | 2026 |
|
|
2018
Q1 | $24K | Hold |
1,200
| – | – | ﹤0.01% | 1344 |
|
|
2017
Q4 | $25K | Buy |
+1,200
| New | +$25K | ﹤0.01% | 1358 |
|