Robertson Stephens Wealth Management’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 | $1.11M | Sell |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $1.63M | Sell |
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|
2024
Q2 | $1.38M | Sell |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $784K | Hold |
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|
2023
Q2 | $713K | Sell |
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|
2023
Q1 | $669K | Sell |
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|
2022
Q4 | $600K | Sell |
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|
2022
Q3 | $572K | Sell |
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|
2022
Q2 | $647K | Buy |
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|
2022
Q1 | $812K | Buy |
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|
2021
Q4 | $568K | Buy |
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