Plante Moran Financial Advisors’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 | $11.5K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $128K | Hold |
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|
2024
Q4 | $164K | Hold |
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|
2024
Q3 | $145K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $8.73K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $82K | Sell |
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|
2021
Q3 | $146K | Sell |
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|
2021
Q2 | $148K | Buy |
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|
2021
Q1 | $54K | Buy |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $117K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $67K | Buy |
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|
2015
Q1 | $52K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $5K | Hold |
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|
2014
Q1 | $5K | Sell |
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|
2013
Q4 | $50K | Buy |
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