LNWWM
Laird Norton Wetherby Wealth Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
+12,976
| New | +$1.73M | 0.08% | 241 |
|
|
2024
Q4 | $1.9M | Sell |
12,848
-113
| -0.9% | -$16.7K | 0.09% | 213 |
|
|
2024
Q3 | $1.69M | Buy |
12,961
+265
| +2% | +$34.6K | 0.08% | 247 |
|
|
2024
Q2 | $1.34M | Sell |
12,696
-13
| -0.1% | -$1.37K | 0.06% | 283 |
|
|
2024
Q1 | $1.28M | Buy |
12,709
+43
| +0.3% | +$4.33K | 0.06% | 305 |
|
|
2023
Q4 | $1.05M | Buy |
12,666
+224
| +2% | +$18.6K | 0.05% | 340 |
|
|
2023
Q3 | $766K | Buy |
12,442
+22
| +0.2% | +$1.36K | 0.04% | 396 |
|
|
2023
Q2 | $696K | Buy |
12,420
+454
| +4% | +$25.4K | 0.04% | 438 |
|
|
2023
Q1 | $628K | Sell |
11,966
-46
| -0.4% | -$2.42K | 0.04% | 458 |
|
|
2022
Q4 | $558K | Buy |
12,012
+1,115
| +10% | +$51.8K | 0.04% | 489 |
|
|
2022
Q3 | $468K | Buy |
10,897
+34
| +0.3% | +$1.46K | 0.03% | 519 |
|
|
2022
Q2 | $503K | Buy |
10,863
+163
| +2% | +$7.55K | 0.03% | 502 |
|
|
2022
Q1 | $626K | Hold |
10,700
| – | – | 0.04% | 440 |
|
|
2021
Q4 | $797K | Hold |
10,700
| – | – | 0.04% | 366 |
|
|
2021
Q3 | $652K | Hold |
10,700
| – | – | 0.04% | 413 |
|
|
2021
Q2 | $634K | Sell |
10,700
-10,024
| -48% | -$594K | 0.04% | 428 |
|
|
2021
Q1 | $1.01M | Hold |
20,724
| – | – | 0.08% | 250 |
|
|
2020
Q4 | $839K | Hold |
20,724
| – | – | 0.06% | 307 |
|
|
2020
Q3 | $712K | Hold |
20,724
| – | – | 0.06% | 295 |
|
|
2020
Q2 | $640K | Hold |
20,724
| – | – | 0.06% | 303 |
|
|
2020
Q1 | $486K | Sell |
20,724
-100
| -0.5% | -$2.35K | 0.05% | 328 |
|
|
2019
Q4 | $608K | Hold |
20,824
| – | – | 0.06% | 349 |
|
|
2019
Q3 | $559K | Hold |
20,824
| – | – | 0.06% | 364 |
|
|
2019
Q2 | $526K | Hold |
20,824
| – | – | 0.06% | 380 |
|
|
2019
Q1 | $489K | Buy |
20,824
+9,974
| +92% | +$234K | 0.06% | 366 |
|
|
2018
Q4 | $213K | Buy |
10,850
+1,122
| +12% | +$22K | 0.03% | 568 |
|
|
2018
Q3 | $265K | Buy |
+9,728
| New | +$265K | 0.03% | 538 |
|