CPWM
Cypress Point Wealth Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Hold |
2,325
| – | – | 0.08% | 69 |
|
|
2025
Q1 | $269K | Hold |
2,325
| – | – | 0.09% | 63 |
|
|
2024
Q4 | $344K | Sell |
2,325
-165
| -7% | -$24.4K | 0.11% | 59 |
|
|
2024
Q3 | $325K | Buy |
2,490
+28
| +1% | +$3.66K | 0.13% | 66 |
|
|
2024
Q2 | $259K | Buy |
2,462
+10
| +0.4% | +$1.05K | 0.12% | 66 |
|
|
2024
Q1 | $247K | Buy |
+2,452
| New | +$247K | 0.13% | 67 |
|
|
2021
Q4 | – | Sell |
-2,325
| Closed | -$142K | – | 98 |
|
|
2021
Q3 | $142K | Hold |
2,325
| – | – | 0.1% | 36 |
|
|
2021
Q2 | $138K | Buy |
+2,325
| New | +$138K | 0.1% | 35 |
|