Legacy Capital Wealth Partners’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
Q1
Sell
2024
Q4
$267K Sell
2024
Q3
$264K Sell
2024
Q2
$1.42M Buy
2024
Q1
Sell
2023
Q4
$2.58M Sell
2023
Q3
$2.68M Sell
2023
Q2
$2.48M Buy