Mission Wealth Management’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
Q2 | $2.73M | Buy |
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|
2025
Q1 | $2.37M | Buy |
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|
2024
Q4 | $3.03M | Sell |
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|
2024
Q3 | $2.69M | Buy |
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|
2024
Q2 | $2.15M | Buy |
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|
2024
Q1 | $2.04M | Buy |
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $676K | Sell |
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|
2023
Q1 | $635K | Buy |
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|
2022
Q4 | $558K | Sell |
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|
2022
Q3 | $518K | Buy |
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|
2022
Q2 | $557K | Sell |
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|
2022
Q1 | $731K | Buy |
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|
2021
Q4 | $897K | Sell |
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|
2021
Q3 | $744K | Sell |
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|
2021
Q2 | $818K | Buy |
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|
2021
Q1 | $586K | Hold |
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|
2020
Q4 | $486K | Hold |
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|
2020
Q3 | $412K | Buy |
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