MGWM
Marks Group Wealth Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Buy |
5,036
+334
| +7% | +$44.4K | 0.06% | 207 |
|
|
2025
Q1 | $544K | Sell |
4,702
-377
| -7% | -$43.6K | 0.05% | 232 |
|
|
2024
Q4 | $751K | Sell |
5,079
-477
| -9% | -$70.6K | 0.07% | 190 |
|
|
2024
Q3 | $726K | Sell |
5,556
-632
| -10% | -$82.5K | 0.07% | 191 |
|
|
2024
Q2 | $651K | Sell |
6,188
-784
| -11% | -$82.5K | 0.07% | 200 |
|
|
2024
Q1 | $701K | Sell |
6,972
-508
| -7% | -$51.1K | 0.07% | 191 |
|
|
2023
Q4 | $620K | Buy |
7,480
+146
| +2% | +$12.1K | 0.07% | 199 |
|
|
2023
Q3 | $452K | Buy |
7,334
+21
| +0.3% | +$1.29K | 0.06% | 213 |
|
|
2023
Q2 | $410K | Sell |
7,313
-1,285
| -15% | -$72K | 0.05% | 223 |
|
|
2023
Q1 | $452K | Buy |
8,598
+178
| +2% | +$9.35K | 0.06% | 216 |
|
|
2022
Q4 | $391K | Buy |
8,420
+37
| +0.4% | +$1.72K | 0.05% | 226 |
|
|
2022
Q3 | $360K | Buy |
8,383
+212
| +3% | +$9.1K | 0.05% | 225 |
|
|
2022
Q2 | $378K | Buy |
8,171
+316
| +4% | +$14.6K | 0.05% | 226 |
|
|
2022
Q1 | $459K | Buy |
7,855
+382
| +5% | +$22.3K | 0.06% | 240 |
|
|
2021
Q4 | $557K | Sell |
7,473
-768
| -9% | -$57.2K | 0.07% | 225 |
|
|
2021
Q3 | $502K | Sell |
8,241
-342
| -4% | -$20.8K | 0.07% | 202 |
|
|
2021
Q2 | $508K | Sell |
8,583
-197
| -2% | -$11.7K | 0.07% | 179 |
|
|
2021
Q1 | $429K | Sell |
8,780
-499
| -5% | -$24.4K | 0.06% | 187 |
|
|
2020
Q4 | $376K | Sell |
9,279
-389
| -4% | -$15.8K | 0.06% | 190 |
|
|
2020
Q3 | $332K | Sell |
9,668
-559
| -5% | -$19.2K | 0.06% | 194 |
|
|
2020
Q2 | $316K | Hold |
10,227
| – | – | 0.06% | 189 |
|
|
2020
Q1 | $240K | Buy |
10,227
+1,543
| +18% | +$36.2K | 0.06% | 194 |
|
|
2019
Q4 | $253K | Buy |
+8,684
| New | +$253K | 0.05% | 215 |
|