IHT Wealth Management’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 | $1.7M | Buy |
12,813
+202
| +2% | +$26.9K | 0.05% | 351 |
|
|
2025
Q1 | $1.46M | Sell |
12,611
-1,119
| -8% | -$129K | 0.05% | 359 |
|
|
2024
Q4 | $2.03M | Sell |
13,730
-438
| -3% | -$64.8K | 0.07% | 276 |
|
|
2024
Q3 | $1.85M | Buy |
14,168
+1,491
| +12% | +$195K | 0.05% | 339 |
|
|
2024
Q2 | $1.33M | Sell |
12,677
-109
| -0.9% | -$11.5K | 0.05% | 354 |
|
|
2024
Q1 | $1.29M | Sell |
12,786
-2,855
| -18% | -$287K | 0.05% | 355 |
|
|
2023
Q4 | $1.3M | Sell |
15,641
-1,018
| -6% | -$84.3K | 0.06% | 320 |
|
|
2023
Q3 | $1.03M | Sell |
16,659
-899
| -5% | -$55.4K | 0.05% | 343 |
|
|
2023
Q2 | $983K | Buy |
17,558
+953
| +6% | +$53.4K | 0.05% | 349 |
|
|
2023
Q1 | $872K | Hold |
16,605
| – | – | 0.05% | 338 |
|
|
2022
Q4 | $771K | Sell |
16,605
-891
| -5% | -$41.4K | 0.05% | 362 |
|
|
2022
Q3 | $752K | Buy |
17,496
+1,262
| +8% | +$54.2K | 0.06% | 347 |
|
|
2022
Q2 | $751K | Sell |
16,234
-145
| -0.9% | -$6.71K | 0.07% | 287 |
|
|
2022
Q1 | $958K | Buy |
16,379
+1,056
| +7% | +$61.8K | 0.07% | 262 |
|
|
2021
Q4 | $1.14M | Hold |
15,323
| – | – | 0.08% | 231 |
|
|
2021
Q3 | $933K | Buy |
15,323
+450
| +3% | +$27.4K | 0.08% | 262 |
|
|
2021
Q2 | $881K | Sell |
14,873
-341
| -2% | -$20.2K | 0.06% | 351 |
|
|
2021
Q1 | $743K | Buy |
15,214
+491
| +3% | +$24K | 0.05% | 340 |
|
|
2020
Q4 | $596K | Buy |
14,723
+7,030
| +91% | +$285K | 0.05% | 354 |
|
|
2020
Q3 | $264K | Buy |
7,693
+887
| +13% | +$30.4K | 0.03% | 518 |
|
|
2020
Q2 | $210K | Buy |
+6,806
| New | +$210K | 0.03% | 511 |
|
|
2019
Q4 | – | Sell |
-8,211
| Closed | -$220K | – | 639 |
|
|
2019
Q3 | $220K | Buy |
+8,211
| New | +$220K | 0.03% | 515 |
|
|
2018
Q2 | – | Sell |
-1,213
| Closed | -$24K | – | 930 |
|
|
2018
Q1 | $24K | Hold |
1,213
| – | – | 0.01% | 915 |
|
|
2017
Q4 | $27K | Hold |
1,213
| – | – | 0.01% | 898 |
|
|
2017
Q3 | $25K | Hold |
1,213
| – | – | 0.01% | 708 |
|
|
2017
Q2 | $103 | Sell |
1,213
-1,800
| -60% | -$153 | 0.05% | 332 |
|
|
2017
Q1 | $53K | Sell |
3,013
-1,468
| -33% | -$25.8K | 0.04% | 401 |
|
|
2016
Q4 | $71K | Buy |
+4,481
| New | +$71K | 0.05% | 326 |
|