Segment Wealth Management’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
Q3 | $1.4M | Sell |
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|
2025
Q2 | $1.64M | Buy |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.16M | Hold |
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|
2024
Q2 | $931K | Hold |
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|
2024
Q1 | $890K | Hold |
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|
2023
Q4 | $733K | Hold |
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|
2023
Q3 | $545K | Hold |
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|
2023
Q2 | $496K | Hold |
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|
2023
Q1 | $465K | Hold |
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|
2022
Q4 | $411K | Hold |
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|
2022
Q3 | $381K | Hold |
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|
2022
Q2 | $410K | Hold |
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|
2022
Q1 | $517K | Hold |
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|
2021
Q4 | $659K | Sell |
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|
2021
Q3 | $575K | Hold |
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|
2021
Q2 | $560K | Hold |
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|
2021
Q1 | $462K | Hold |
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|
2020
Q4 | $383K | Hold |
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|
2020
Q3 | $325K | Hold |
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|
2020
Q2 | $292K | Hold |
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|
2020
Q1 | $222K | Sell |
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|
2019
Q4 | $474K | Hold |
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|
2019
Q3 | $436K | Hold |
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|
2019
Q2 | $411K | Hold |
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|
2019
Q1 | $382K | Sell |
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|
2018
Q4 | $339K | Hold |
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|
2018
Q3 | $470K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $350K | Hold |
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|
2017
Q4 | $363K | Sell |
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|
2017
Q3 | $361K | Buy |
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|
2017
Q2 | $315K | Sell |
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|
2017
Q1 | $345K | Buy |
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|
2016
Q4 | $192K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $188K | Sell |
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|
2015
Q4 | $241K | Sell |
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|
2015
Q3 | $2.08M | Buy |
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|
2015
Q2 | $2.66M | Buy |
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|
2015
Q1 | $2.65M | Buy |
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|
2014
Q4 | $2.41M | Buy |
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|
2014
Q3 | $2.2M | Buy |
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|
2014
Q2 | $2.26M | Buy |
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|
2014
Q1 | $1.99M | Buy |
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|
2013
Q4 | $2.07M | Buy |
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|
2013
Q3 | $1.66M | Buy |
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|
2013
Q2 | $1.51M | Buy |
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