Cypress Point Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $245K | Buy |
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|
2025
Q4 | $296K | Hold |
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|
2025
Q3 | $302K | Hold |
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|
2025
Q2 | $309K | Hold |
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|
2025
Q1 | $269K | Hold |
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|
2024
Q4 | $344K | Sell |
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|
2024
Q3 | $325K | Buy |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | $247K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $142K | Hold |
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|
2021
Q2 | $138K | Buy |
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