HHM Wealth Advisors’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 | $474K | Buy |
3,566
+1
| +0% | +$133 | 0.06% | 121 |
|
|
2025
Q1 | $412K | Sell |
3,565
-45
| -1% | -$5.2K | 0.06% | 121 |
|
|
2024
Q4 | $534K | Buy |
3,610
+122
| +3% | +$18K | 0.07% | 97 |
|
|
2024
Q3 | $456K | Sell |
3,488
-121
| -3% | -$15.8K | 0.06% | 98 |
|
|
2024
Q2 | $380K | Buy |
3,609
+2,209
| +158% | +$232K | 0.06% | 106 |
|
|
2024
Q1 | $141K | Hold |
1,400
| – | – | 0.02% | 179 |
|
|
2023
Q4 | $116K | Hold |
1,400
| – | – | 0.02% | 193 |
|
|
2023
Q3 | $86.2K | Hold |
1,400
| – | – | 0.02% | 210 |
|
|
2023
Q2 | $78.4K | Hold |
1,400
| – | – | 0.01% | 231 |
|
|
2023
Q1 | $73.5K | Buy |
+1,400
| New | +$73.5K | 0.02% | 231 |
|