Concord 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
Q3 | $51.9K | Sell |
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|
2025
Q2 | $379K | Sell |
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|
2025
Q1 | $374K | Sell |
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|
2024
Q4 | $498K | Sell |
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|
2024
Q3 | $524K | Sell |
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|
2024
Q2 | $435K | Buy |
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|
2024
Q1 | $414K | Buy |
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|
2023
Q4 | $80.2K | Sell |
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|
2023
Q3 | $203K | Buy |
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|
2023
Q2 | $108K | Hold |
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|
2023
Q1 | $101K | Sell |
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|
2022
Q4 | $96.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $96K | Hold |
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|
2022
Q1 | $122K | Hold |
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|
2021
Q4 | $155K | Buy |
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|
2021
Q3 | $117K | Sell |
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|
2021
Q2 | $138K | Hold |
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|
2021
Q1 | $114K | Hold |
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|
2020
Q4 | $94K | Buy |
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