Schneider Downs Wealth Management Advisors’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 | – | Sell |
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|
2025
Q1 | $520K | Hold |
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|
2024
Q4 | $666K | Hold |
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|
2024
Q3 | $588K | Hold |
|
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|
2024
Q2 | $474K | Hold |
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|
2024
Q1 | $453K | Hold |
|
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|
2023
Q4 | $373K | Hold |
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|
2023
Q3 | $277K | Hold |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $391K | Buy |
|