Concord Wealth Partners’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 | $379K | Sell |
2,851
-386
| -12% | -$51.4K | 0.06% | 159 |
|
|
2025
Q1 | $374K | Sell |
3,237
-129
| -4% | -$14.9K | 0.06% | 156 |
|
|
2024
Q4 | $498K | Sell |
3,366
-646
| -16% | -$95.6K | 0.08% | 143 |
|
|
2024
Q3 | $524K | Sell |
4,012
-120
| -3% | -$15.7K | 0.09% | 132 |
|
|
2024
Q2 | $435K | Buy |
4,132
+11
| +0.3% | +$1.16K | 0.08% | 149 |
|
|
2024
Q1 | $414K | Buy |
4,121
+3,153
| +326% | +$317K | 0.07% | 157 |
|
|
2023
Q4 | $80.2K | Sell |
968
-2,329
| -71% | -$193K | 0.02% | 300 |
|
|
2023
Q3 | $203K | Buy |
3,297
+1,369
| +71% | +$84.3K | 0.04% | 195 |
|
|
2023
Q2 | $108K | Hold |
1,928
| – | – | 0.02% | 268 |
|
|
2023
Q1 | $101K | Sell |
1,928
-150
| -7% | -$7.88K | 0.03% | 247 |
|
|
2022
Q4 | $96.5K | Buy |
+2,078
| New | +$96.5K | 0.03% | 261 |
|
|
2022
Q3 | – | Sell |
-2,078
| Closed | -$96K | – | 678 |
|
|
2022
Q2 | $96K | Hold |
2,078
| – | – | 0.03% | 267 |
|
|
2022
Q1 | $122K | Hold |
2,078
| – | – | 0.03% | 264 |
|
|
2021
Q4 | $155K | Buy |
2,078
+150
| +8% | +$11.2K | 0.04% | 225 |
|
|
2021
Q3 | $117K | Sell |
1,928
-396
| -17% | -$24K | 0.05% | 121 |
|
|
2021
Q2 | $138K | Hold |
2,324
| – | – | 0.04% | 182 |
|
|
2021
Q1 | $114K | Hold |
2,324
| – | – | 0.04% | 196 |
|
|
2020
Q4 | $94K | Buy |
+2,324
| New | +$94K | 0.07% | 138 |
|