MWM
Mission Wealth Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
20,528
+4
| +0% | +$532 | 0.06% | 174 |
|
|
2025
Q1 | $2.37M | Buy |
20,524
+17
| +0.1% | +$1.97K | 0.06% | 171 |
|
|
2024
Q4 | $3.03M | Sell |
20,507
-82
| -0.4% | -$12.1K | 0.07% | 135 |
|
|
2024
Q3 | $2.69M | Buy |
20,589
+190
| +0.9% | +$24.8K | 0.07% | 148 |
|
|
2024
Q2 | $2.15M | Buy |
20,399
+80
| +0.4% | +$8.42K | 0.06% | 154 |
|
|
2024
Q1 | $2.04M | Buy |
20,319
+163
| +0.8% | +$16.4K | 0.05% | 172 |
|
|
2023
Q4 | $1.67M | Buy |
20,156
+22
| +0.1% | +$1.82K | 0.05% | 164 |
|
|
2023
Q3 | $1.24M | Buy |
20,134
+8,068
| +67% | +$497K | 0.05% | 184 |
|
|
2023
Q2 | $676K | Sell |
12,066
-28
| -0.2% | -$1.57K | 0.03% | 282 |
|
|
2023
Q1 | $635K | Buy |
12,094
+65
| +0.5% | +$3.41K | 0.03% | 283 |
|
|
2022
Q4 | $558K | Sell |
12,029
-6
| -0% | -$279 | 0.03% | 284 |
|
|
2022
Q3 | $518K | Buy |
12,035
+5
| +0% | +$215 | 0.03% | 278 |
|
|
2022
Q2 | $557K | Sell |
12,030
-469
| -4% | -$21.7K | 0.03% | 270 |
|
|
2022
Q1 | $731K | Buy |
12,499
+459
| +4% | +$26.8K | 0.03% | 236 |
|
|
2021
Q4 | $897K | Sell |
12,040
-176
| -1% | -$13.1K | 0.04% | 197 |
|
|
2021
Q3 | $744K | Sell |
12,216
-1,584
| -11% | -$96.5K | 0.04% | 207 |
|
|
2021
Q2 | $818K | Buy |
13,800
+1,800
| +15% | +$107K | 0.04% | 190 |
|
|
2021
Q1 | $586K | Hold |
12,000
| – | – | 0.03% | 233 |
|
|
2020
Q4 | $486K | Hold |
12,000
| – | – | 0.03% | 243 |
|
|
2020
Q3 | $412K | Buy |
+12,000
| New | +$412K | 0.03% | 226 |
|