IFWM
Institute for Wealth Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
10,903
-1,077
| -9% | -$143K | 0.16% | 130 |
|
|
2025
Q1 | $1.39M | Buy |
11,980
+4,416
| +58% | +$511K | 0.18% | 124 |
|
|
2024
Q4 | $1.12M | Hold |
7,564
| – | – | 0.14% | 154 |
|
|
2024
Q3 | $988K | Sell |
7,564
-90
| -1% | -$11.8K | 0.12% | 179 |
|
|
2024
Q2 | $806K | Sell |
7,654
-109
| -1% | -$11.5K | 0.11% | 201 |
|
|
2024
Q1 | $781K | Buy |
7,763
+2,679
| +53% | +$269K | 0.1% | 207 |
|
|
2023
Q4 | $421K | Sell |
5,084
-453
| -8% | -$37.5K | 0.07% | 298 |
|
|
2023
Q3 | $341K | Sell |
5,537
-433
| -7% | -$26.7K | 0.06% | 318 |
|
|
2023
Q2 | $334K | Hold |
5,970
| – | – | 0.06% | 334 |
|
|
2023
Q1 | $314K | Sell |
5,970
-146
| -2% | -$7.67K | 0.06% | 333 |
|
|
2022
Q4 | $284K | Sell |
6,116
-3,812
| -38% | -$177K | 0.06% | 355 |
|
|
2022
Q3 | $427K | Hold |
9,928
| – | – | 0.1% | 268 |
|
|
2022
Q2 | $460K | Buy |
9,928
+194
| +2% | +$8.99K | 0.09% | 289 |
|
|
2022
Q1 | $569K | Buy |
9,734
+342
| +4% | +$20K | 0.09% | 267 |
|
|
2021
Q4 | $700K | Buy |
9,392
+414
| +5% | +$30.9K | 0.11% | 216 |
|
|
2021
Q3 | $547K | Buy |
8,978
+1,010
| +13% | +$61.5K | 0.1% | 254 |
|
|
2021
Q2 | $472K | Buy |
7,968
+435
| +6% | +$25.8K | 0.08% | 286 |
|
|
2021
Q1 | $368K | Buy |
7,533
+2,377
| +46% | +$116K | 0.07% | 318 |
|
|
2020
Q4 | $209K | Buy |
+5,156
| New | +$209K | 0.04% | 413 |
|