Obermeyer Wealth Partners’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
Q3 | $741K | Hold |
|
|||||
|
2025
Q2 | $758K | Buy |
|
|||||
|
2025
Q1 | $491K | Sell |
|
|||||
|
2024
Q4 | $881K | Hold |
|
|||||
|
2024
Q3 | $778K | Sell |
|
|||||
|
2024
Q2 | $746K | Hold |
|
|||||
|
2024
Q1 | $713K | Buy |
|
|||||
|
2023
Q4 | $587K | Hold |
|
|||||
|
2023
Q3 | $436K | Hold |
|
|||||
|
2023
Q2 | $397K | Hold |
|
|||||
|
2023
Q1 | $372K | Hold |
|
|||||
|
2022
Q4 | $329K | Hold |
|
|||||
|
2022
Q3 | $305K | Hold |
|
|||||
|
2022
Q2 | $328K | Hold |
|
|||||
|
2022
Q1 | $414K | Hold |
|
|||||
|
2021
Q4 | $528K | Hold |
|
|||||
|
2021
Q3 | $431K | Hold |
|
|||||
|
2021
Q2 | $420K | Sell |
|
|||||
|
2021
Q1 | $471K | Buy |
|