J.W. Cole Advisors’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
Q2 | $3.49M | Buy |
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|
2025
Q1 | $2.79M | Buy |
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|
2024
Q4 | $2.57M | Buy |
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|
2024
Q3 | $2.25M | Buy |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $1.62M | Buy |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $877K | Buy |
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|
2023
Q2 | $796K | Buy |
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|
2023
Q1 | $734K | Buy |
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|
2022
Q4 | $646K | Buy |
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|
2022
Q3 | $576K | Sell |
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|
2022
Q2 | $623K | Sell |
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|
2022
Q1 | $915K | Sell |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $998K | Buy |
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|
2021
Q2 | $594K | Buy |
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