Cypress Point Wealth Management’s KKR & Co KKR Stock Holding History

Cypress Point Wealth Management’s Portfolio KKR Stock Details KKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$302K	Hold
2025 Q2	$309K	Hold
2025 Q1	$269K	Hold
2024 Q4	$344K	Sell
2024 Q3	$325K	Buy
2024 Q2	$259K	Buy
2024 Q1	$247K	Buy
2021 Q4	–	Sell
2021 Q3	$142K	Hold
2021 Q2	$138K	Buy