Masso Torrence Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Sell |
3,124
-48
| -2% | -$6.39K | 0.19% | 73 |
|
|
2025
Q1 | $367K | Buy |
3,172
+6
| +0.2% | +$694 | 0.2% | 72 |
|
|
2024
Q4 | $468K | Buy |
3,166
+1
| +0% | +$148 | 0.25% | 61 |
|
|
2024
Q3 | $413K | Buy |
3,165
+1
| +0% | +$131 | 0.22% | 64 |
|
|
2024
Q2 | $333K | Buy |
3,164
+1
| +0% | +$105 | 0.18% | 73 |
|
|
2024
Q1 | $318K | Buy |
3,163
+1
| +0% | +$101 | 0.19% | 74 |
|
|
2023
Q4 | $262K | Buy |
+3,162
| New | +$262K | 0.18% | 74 |
|
|
2023
Q2 | – | Sell |
-3,908
| Closed | -$205K | – | 90 |
|
|
2023
Q1 | $205K | Buy |
+3,908
| New | +$205K | 0.16% | 88 |
|
|
2022
Q4 | – | Sell |
-6,315
| Closed | -$272K | – | 99 |
|
|
2022
Q3 | $272K | Sell |
6,315
-1,482
| -19% | -$63.8K | 0.24% | 66 |
|
|
2022
Q2 | $361K | Buy |
7,797
+2
| +0% | +$93 | 0.32% | 55 |
|
|
2022
Q1 | $456K | Buy |
7,795
+1
| +0% | +$58 | 0.37% | 49 |
|
|
2021
Q4 | $581K | Buy |
+7,794
| New | +$581K | 0.41% | 46 |
|