Global Wealth Management Investment Advisory’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
8,541
+920
| +12% | +$122K | 0.21% | 94 |
|
|
2025
Q1 | $881K | Buy |
7,621
+917
| +14% | +$106K | 0.18% | 103 |
|
|
2024
Q4 | $992K | Buy |
6,704
+58
| +0.9% | +$8.58K | 0.2% | 96 |
|
|
2024
Q3 | $868K | Sell |
6,646
-1,483
| -18% | -$194K | 0.19% | 99 |
|
|
2024
Q2 | $855K | Buy |
8,129
+19
| +0.2% | +$2K | 0.2% | 92 |
|
|
2024
Q1 | $816K | Sell |
8,110
-122
| -1% | -$12.3K | 0.2% | 94 |
|
|
2023
Q4 | $682K | Sell |
8,232
-2,124
| -21% | -$176K | 0.18% | 100 |
|
|
2023
Q3 | $638K | Buy |
10,356
+491
| +5% | +$30.2K | 0.18% | 101 |
|
|
2023
Q2 | $552K | Buy |
9,865
+535
| +6% | +$30K | 0.15% | 108 |
|
|
2023
Q1 | $490K | Buy |
9,330
+420
| +5% | +$22.1K | 0.15% | 104 |
|
|
2022
Q4 | $414K | Buy |
8,910
+770
| +9% | +$35.7K | 0.13% | 109 |
|
|
2022
Q3 | $350K | Buy |
8,140
+1,001
| +14% | +$43K | 0.12% | 109 |
|
|
2022
Q2 | $330K | Buy |
7,139
+1,173
| +20% | +$54.2K | 0.11% | 117 |
|
|
2022
Q1 | $349K | Buy |
5,966
+925
| +18% | +$54.1K | 0.1% | 117 |
|
|
2021
Q4 | $376K | Buy |
5,041
+611
| +14% | +$45.6K | 0.11% | 110 |
|
|
2021
Q3 | $270K | Buy |
4,430
+791
| +22% | +$48.2K | 0.09% | 118 |
|
|
2021
Q2 | $216K | Buy |
3,639
+1,155
| +46% | +$68.6K | 0.07% | 123 |
|
|
2021
Q1 | $121K | Buy |
2,484
+259
| +12% | +$12.6K | 0.04% | 146 |
|
|
2020
Q4 | $90K | Buy |
2,225
+159
| +8% | +$6.43K | 0.03% | 150 |
|
|
2020
Q3 | $71K | Sell |
2,066
-64
| -3% | -$2.2K | 0.03% | 158 |
|
|
2020
Q2 | $66K | Buy |
2,130
+526
| +33% | +$16.3K | 0.03% | 171 |
|
|
2020
Q1 | $38K | Buy |
1,604
+546
| +52% | +$12.9K | 0.02% | 186 |
|
|
2019
Q4 | $31K | Buy |
+1,058
| New | +$31K | 0.01% | 225 |
|