Schwarz Dygos Wheeler Investment Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Hold |
6,273
| – | – | 0.19% | 85 |
|
|
2025
Q1 | $725K | Hold |
6,273
| – | – | 0.17% | 86 |
|
|
2024
Q4 | $928K | Sell |
6,273
-144
| -2% | -$21.3K | 0.23% | 70 |
|
|
2024
Q3 | $838K | Buy |
6,417
+1
| +0% | +$131 | 0.21% | 75 |
|
|
2024
Q2 | $675K | Hold |
6,416
| – | – | 0.18% | 83 |
|
|
2024
Q1 | $645K | Sell |
6,416
-3,499
| -35% | -$352K | 0.18% | 86 |
|
|
2023
Q4 | $822K | Sell |
9,915
-1,024
| -9% | -$84.8K | 0.25% | 65 |
|
|
2023
Q3 | $674K | Buy |
10,939
+2
| +0% | +$123 | 0.23% | 68 |
|
|
2023
Q2 | $613K | Buy |
10,937
+1
| +0% | +$56 | 0.2% | 74 |
|
|
2023
Q1 | $574K | Buy |
10,936
+2
| +0% | +$105 | 0.21% | 69 |
|
|
2022
Q4 | $508K | Sell |
10,934
-198
| -2% | -$9.19K | 0.2% | 75 |
|
|
2022
Q3 | $479K | Buy |
11,132
+1,002
| +10% | +$43.1K | 0.21% | 69 |
|
|
2022
Q2 | $469K | Buy |
10,130
+1
| +0% | +$46 | 0.19% | 76 |
|
|
2022
Q1 | $592K | Buy |
10,129
+1
| +0% | +$58 | 0.2% | 72 |
|
|
2021
Q4 | $755K | Buy |
10,128
+2
| +0% | +$149 | 0.26% | 65 |
|
|
2021
Q3 | $616K | Sell |
10,126
-49
| -0.5% | -$2.98K | 0.23% | 73 |
|
|
2021
Q2 | $603K | Hold |
10,175
| – | – | 0.22% | 72 |
|
|
2021
Q1 | $497K | Sell |
10,175
-1,000
| -9% | -$48.8K | 0.21% | 72 |
|
|
2020
Q4 | $452K | Hold |
11,175
| – | – | 0.22% | 65 |
|
|
2020
Q3 | $384K | Hold |
11,175
| – | – | 0.22% | 66 |
|
|
2020
Q2 | $382K | Hold |
11,175
| – | – | 0.25% | 58 |
|
|
2020
Q1 | $262K | Sell |
11,175
-1,625
| -13% | -$38.1K | 0.22% | 64 |
|
|
2019
Q4 | $373K | Buy |
12,800
+1,000
| +8% | +$29.1K | 0.26% | 60 |
|
|
2019
Q3 | $317K | Buy |
11,800
+1,800
| +18% | +$48.4K | 0.25% | 63 |
|
|
2019
Q2 | $253K | Sell |
10,000
-625
| -6% | -$15.8K | 0.21% | 65 |
|
|
2019
Q1 | $250K | Sell |
10,625
-1,200
| -10% | -$28.2K | 0.21% | 64 |
|
|
2018
Q4 | $232K | Buy |
+11,825
| New | +$232K | 0.25% | 60 |
|