MCWA
Meadow Creek Wealth Advisors’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
2,107
-400
| -16% | -$53.2K | 0.19% | 115 |
|
|
2025
Q1 | $290K | Sell |
2,507
-452
| -15% | -$52.3K | 0.22% | 101 |
|
|
2024
Q4 | $438K | Sell |
2,959
-111
| -4% | -$16.4K | 0.32% | 67 |
|
|
2024
Q3 | $401K | Buy |
3,070
+232
| +8% | +$30.3K | 0.32% | 74 |
|
|
2024
Q2 | $299K | Buy |
2,838
+177
| +7% | +$18.6K | 0.28% | 90 |
|
|
2024
Q1 | $268K | Sell |
2,661
-15
| -0.6% | -$1.51K | 0.19% | 109 |
|
|
2023
Q4 | $222K | Buy |
+2,676
| New | +$222K | 0.22% | 97 |
|
|
2022
Q1 | – | Sell |
-2,714
| Closed | -$202K | – | 116 |
|
|
2021
Q4 | $202K | Buy |
+2,714
| New | +$202K | 0.19% | 121 |
|