RSWM
Robertson Stephens Wealth Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
8,360
-1,042
| -11% | -$139K | 0.04% | 256 |
|
|
2025
Q1 | $1.09M | Sell |
9,402
-1,229
| -12% | -$142K | 0.04% | 253 |
|
|
2024
Q4 | $1.57M | Sell |
10,631
-1,862
| -15% | -$275K | 0.06% | 217 |
|
|
2024
Q3 | $1.63M | Sell |
12,493
-636
| -5% | -$83K | 0.06% | 215 |
|
|
2024
Q2 | $1.38M | Sell |
13,129
-653
| -5% | -$68.7K | 0.07% | 184 |
|
|
2024
Q1 | $1.39M | Buy |
13,782
+906
| +7% | +$91.1K | 0.07% | 190 |
|
|
2023
Q4 | $1.07M | Buy |
12,876
+147
| +1% | +$12.2K | 0.06% | 214 |
|
|
2023
Q3 | $784K | Hold |
12,729
| – | – | 0.05% | 237 |
|
|
2023
Q2 | $713K | Sell |
12,729
-16
| -0.1% | -$896 | 0.05% | 231 |
|
|
2023
Q1 | $669K | Sell |
12,745
-186
| -1% | -$9.77K | 0.05% | 254 |
|
|
2022
Q4 | $600K | Sell |
12,931
-379
| -3% | -$17.6K | 0.06% | 234 |
|
|
2022
Q3 | $572K | Sell |
13,310
-677
| -5% | -$29.1K | 0.06% | 205 |
|
|
2022
Q2 | $647K | Buy |
13,987
+97
| +0.7% | +$4.49K | 0.06% | 210 |
|
|
2022
Q1 | $812K | Buy |
13,890
+6,254
| +82% | +$366K | 0.07% | 205 |
|
|
2021
Q4 | $568K | Buy |
+7,636
| New | +$568K | 0.05% | 246 |
|