Cypress Wealth Services’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
$446K Buy
2025
Q2
$451K Sell
2025
Q1
$402K Buy
2024
Q4
$501K Buy
2024
Q3
$435K Buy
2024
Q2
$343K Buy
2024
Q1
$322K Buy
2023
Q4
$264K Buy