Principle 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
Q2 | $669K | Buy |
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|
2025
Q1 | $580K | Hold |
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|
2024
Q4 | $743K | Hold |
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|
2024
Q3 | $656K | Sell |
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|
2024
Q2 | $686K | Buy |
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|
2024
Q1 | $654K | Hold |
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|
2023
Q4 | $539K | Hold |
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|
2023
Q3 | $400K | Hold |
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|
2023
Q2 | $364K | Hold |
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|
2023
Q1 | $341K | Sell |
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|
2022
Q4 | $411K | Hold |
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|
2022
Q3 | $381 | Hold |
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|
2022
Q2 | $410K | Hold |
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|
2022
Q1 | $517K | Hold |
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|
2021
Q4 | $659K | Hold |
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|
2021
Q3 | $539K | Hold |
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|
2021
Q2 | $524K | Hold |
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|
2021
Q1 | $432K | Hold |
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|
2020
Q4 | $358K | Hold |
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|
2020
Q3 | $304K | Hold |
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|
2020
Q2 | $273K | Hold |
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|
2020
Q1 | $208K | Buy |
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