SDWMA
Schneider Downs Wealth Management Advisors’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,500
| Closed | -$520K | – | 150 |
|
|
2025
Q1 | $520K | Hold |
4,500
| – | – | 0.09% | 84 |
|
|
2024
Q4 | $666K | Hold |
4,500
| – | – | 0.13% | 72 |
|
|
2024
Q3 | $588K | Hold |
4,500
| – | – | 0.12% | 74 |
|
|
2024
Q2 | $474K | Hold |
4,500
| – | – | 0.11% | 80 |
|
|
2024
Q1 | $453K | Hold |
4,500
| – | – | 0.1% | 86 |
|
|
2023
Q4 | $373K | Hold |
4,500
| – | – | 0.1% | 81 |
|
|
2023
Q3 | $277K | Hold |
4,500
| – | – | 0.06% | 85 |
|
|
2023
Q2 | $252K | Hold |
4,500
| – | – | 0.06% | 97 |
|
|
2023
Q1 | $236K | Hold |
4,500
| – | – | 0.05% | 102 |
|
|
2022
Q4 | $209K | Buy |
+4,500
| New | +$209K | 0.05% | 106 |
|
|
2022
Q1 | – | Sell |
-5,250
| Closed | -$391K | – | 156 |
|
|
2021
Q4 | $391K | Buy |
+5,250
| New | +$391K | 0.09% | 95 |
|