ProVise Management Group’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 | $644K | Sell |
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|
2025
Q1 | $588K | Sell |
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|
2024
Q4 | $792K | Sell |
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|
2024
Q3 | $777K | Sell |
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|
2024
Q2 | $809K | Hold |
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|
2024
Q1 | $773K | Sell |
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|
2023
Q4 | $1.03M | Hold |
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|
2023
Q3 | $769K | Hold |
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|
2023
Q2 | $699K | Hold |
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|
2023
Q1 | $655K | Hold |
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|
2022
Q4 | $579K | Hold |
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|
2022
Q3 | $537K | Buy |
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|
2022
Q2 | $449K | Sell |
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|
2022
Q1 | $596K | Sell |
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|
2021
Q4 | $793K | Sell |
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|
2021
Q3 | $676K | Hold |
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|
2021
Q2 | $658K | Hold |
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|
2021
Q1 | $542K | Hold |
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|
2020
Q4 | $450K | Hold |
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|
2020
Q3 | $381K | Hold |
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|
2020
Q2 | $343K | Sell |
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|
2020
Q1 | $296K | Sell |
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|
2019
Q4 | $377K | Hold |
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|
2019
Q3 | $347K | Buy |
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|
2019
Q2 | $301K | Hold |
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|
2019
Q1 | $280K | Hold |
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|
2018
Q4 | $234K | Hold |
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|
2018
Q3 | $325K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $242K | Buy |
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|
2017
Q4 | $205K | Sell |
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|
2017
Q3 | $208K | Sell |
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|
2017
Q2 | $199K | Sell |
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|
2017
Q1 | $214K | Hold |
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|
2016
Q4 | $181K | Sell |
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|
2016
Q3 | $204K | Sell |
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|
2016
Q2 | $266K | Sell |
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|
2016
Q1 | $387K | Sell |
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|
2015
Q4 | $515K | Sell |
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|
2015
Q3 | $865K | Sell |
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|
2015
Q2 | $1.2M | Buy |
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|
2015
Q1 | $1.19M | Sell |
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|
2014
Q4 | $1.22M | Buy |
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|
2014
Q3 | $1.13M | Sell |
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|
2014
Q2 | $1.28M | Buy |
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|
2014
Q1 | $502K | Sell |
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|
2013
Q4 | $694K | Sell |
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|
2013
Q3 | $747K | Buy |
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|
2013
Q2 | $678K | Buy |
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