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Dogwood Wealth Management’s KKR & Co KKR Stock Holding History

Dogwood 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
2026
Q2 		$17.6K Sell
192
-3,056
-94% -$296K 0.01% 265
2026
Q1 		$300K Sell
3,248
-2,126
-40% -$224K 0.13% 69
2025
Q4 		$685K Buy
5,374
+85
+2% +$10.6K 0.3% 49
2025
Q3 		$687K Sell
5,289
-1,310
-20% -$186K 0.31% 63
2025
Q2 		$910K Buy
6,599
+6,593
+109,883% +$772K 0.44% 44
2025
Q1 		$694 Buy
+6
New +$825 ﹤0.01% 441
2024
Q4 		– Hold
0
– -$10 – 487
2024
Q3 		– Hold
0
– – – 251
2024
Q2 		– Hold
0
– – – 325
2024
Q1 		– Hold
0
– – – 316
2023
Q4 		– Hold
0
– – – 301

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FFM
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CNB
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PA
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P
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TSWM
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