Schwarz Dygos Wheeler Investment 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 | $835K | Hold |
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|
2025
Q1 | $725K | Hold |
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|
2024
Q4 | $928K | Sell |
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|
2024
Q3 | $838K | Buy |
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|
2024
Q2 | $675K | Hold |
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|
2024
Q1 | $645K | Sell |
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|
2023
Q4 | $822K | Sell |
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|
2023
Q3 | $674K | Buy |
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|
2023
Q2 | $613K | Buy |
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|
2023
Q1 | $574K | Buy |
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|
2022
Q4 | $508K | Sell |
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|
2022
Q3 | $479K | Buy |
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|
2022
Q2 | $469K | Buy |
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|
2022
Q1 | $592K | Buy |
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|
2021
Q4 | $755K | Buy |
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|
2021
Q3 | $616K | Sell |
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|
2021
Q2 | $603K | Hold |
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|
2021
Q1 | $497K | Sell |
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|
2020
Q4 | $452K | Hold |
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|
2020
Q3 | $384K | Hold |
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|
2020
Q2 | $382K | Hold |
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|
2020
Q1 | $262K | Sell |
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|
2019
Q4 | $373K | Buy |
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|
2019
Q3 | $317K | Buy |
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|
2019
Q2 | $253K | Sell |
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|
2019
Q1 | $250K | Sell |
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|
2018
Q4 | $232K | Buy |
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