Perfromance Wealth Partners’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1M | Sell |
203,977
-97,984
| -32% | -$13M | 0.87% | 16 |
|
|
2025
Q1 | $34.9M | Buy |
301,961
+45,660
| +18% | +$5.28M | 1.25% | 13 |
|
|
2024
Q4 | $37.9M | Buy |
256,301
+23,119
| +10% | +$3.42M | 1.22% | 13 |
|
|
2024
Q3 | $30.4M | Buy |
233,182
+11,524
| +5% | +$1.5M | 1.05% | 16 |
|
|
2024
Q2 | $23.3M | Buy |
221,658
+155,332
| +234% | +$16.3M | 0.86% | 15 |
|
|
2024
Q1 | $6.67M | Buy |
+66,326
| New | +$6.67M | 0.28% | 27 |
|
|
2022
Q3 | – | Sell |
-204,468
| Closed | -$9.47M | – | 170 |
|
|
2022
Q2 | $9.47M | Sell |
204,468
-37,226
| -15% | -$1.72M | 0.53% | 22 |
|
|
2022
Q1 | $14.1M | Sell |
241,694
-16,686
| -6% | -$976K | 0.62% | 22 |
|
|
2021
Q4 | $19.2M | Buy |
+258,380
| New | +$19.2M | 0.78% | 21 |
|