Institute for Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.4M | Sell |
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|
2025
Q2 | $1.45M | Sell |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.12M | Hold |
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|
2024
Q3 | $988K | Sell |
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|
2024
Q2 | $806K | Sell |
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|
2024
Q1 | $781K | Buy |
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|
2023
Q4 | $421K | Sell |
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|
2023
Q3 | $341K | Sell |
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|
2023
Q2 | $334K | Hold |
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|
2023
Q1 | $314K | Sell |
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|
2022
Q4 | $284K | Sell |
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|
2022
Q3 | $427K | Hold |
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|
2022
Q2 | $460K | Buy |
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|
2022
Q1 | $569K | Buy |
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|
2021
Q4 | $700K | Buy |
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|
2021
Q3 | $547K | Buy |
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|
2021
Q2 | $472K | Buy |
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|
2021
Q1 | $368K | Buy |
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|
2020
Q4 | $209K | Buy |
|