Compass Wealth Management’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 |
-228
| Closed | -$26.4K | – | 287 |
|
|
2025
Q1 | $26.4K | Hold |
228
| – | – | 0.01% | 306 |
|
|
2024
Q4 | $33.7K | Hold |
228
| – | – | 0.01% | 280 |
|
|
2024
Q3 | $29.8K | Hold |
228
| – | – | 0.01% | 297 |
|
|
2024
Q2 | $24K | Hold |
228
| – | – | 0.01% | 313 |
|
|
2024
Q1 | $22.9K | Buy |
+228
| New | +$22.9K | 0.01% | 311 |
|