GWM
Guardian Wealth Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
31,649
+151
| +0.5% | +$20.1K | 2.8% | 12 |
|
|
2025
Q1 | $3.64M | Sell |
31,498
-384
| -1% | -$44.4K | 2.43% | 12 |
|
|
2024
Q4 | $4.72M | Sell |
31,882
-799
| -2% | -$118K | 3.21% | 9 |
|
|
2024
Q3 | $4.27M | Sell |
32,681
-68
| -0.2% | -$8.88K | 3.01% | 8 |
|
|
2024
Q2 | $3.45M | Sell |
32,749
-2,156
| -6% | -$227K | 2.63% | 10 |
|
|
2024
Q1 | $3.51M | Sell |
34,905
-944
| -3% | -$94.9K | 2.7% | 11 |
|
|
2023
Q4 | $2.97M | Sell |
35,849
-54
| -0.2% | -$4.47K | 2.51% | 10 |
|
|
2023
Q3 | $2.21M | Buy |
35,903
+30
| +0.1% | +$1.85K | 2.07% | 15 |
|
|
2023
Q2 | $2.01M | Sell |
35,873
-1,094
| -3% | -$61.3K | 1.83% | 21 |
|
|
2023
Q1 | $1.94M | Buy |
36,967
+3,802
| +11% | +$200K | 1.87% | 19 |
|
|
2022
Q4 | $1.54M | Sell |
33,165
-6,536
| -16% | -$303K | 1.52% | 26 |
|
|
2022
Q3 | $1.71M | Sell |
39,701
-1,720
| -4% | -$74K | 1.93% | 18 |
|
|
2022
Q2 | $1.92M | Sell |
41,421
-510
| -1% | -$23.6K | 2.06% | 16 |
|
|
2022
Q1 | $2.45M | Sell |
41,931
-642
| -2% | -$37.5K | 2.44% | 7 |
|
|
2021
Q4 | $3.17M | Buy |
+42,573
| New | +$3.17M | 3.05% | 3 |
|