Perfromance 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
$25M Sell
2025
Q2
$27.1M Sell
2025
Q1
$34.9M Buy
2024
Q4
$37.9M Buy
2024
Q3
$30.4M Buy
2024
Q2
$23.3M Buy
2024
Q1
$6.67M Buy
2022
Q3
Sell
2022
Q2
$9.46M Sell
2022
Q1
$14.1M Sell
2021
Q4
$19.2M Buy