Smith Shellnut Wilson’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 | $1.14M | Hold |
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|
2025
Q1 | $988K | Sell |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.11M | Hold |
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|
2024
Q2 | $895K | Hold |
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|
2024
Q1 | $856K | Hold |
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|
2023
Q4 | $705K | Hold |
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|
2023
Q3 | $524K | Hold |
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|
2023
Q2 | $476K | Hold |
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|
2023
Q1 | $447K | Hold |
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|
2022
Q4 | $395K | Hold |
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|
2022
Q3 | $366K | Sell |
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|
2022
Q2 | $432K | Hold |
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|
2022
Q1 | $545K | Hold |
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|
2021
Q4 | $695K | Hold |
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|
2021
Q3 | $568K | Hold |
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|
2021
Q2 | $553K | Hold |
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|
2021
Q1 | $456K | Hold |
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|
2020
Q4 | $378K | Hold |
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|
2020
Q3 | $320 | Hold |
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|
2020
Q2 | $288K | Hold |
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|
2020
Q1 | $219K | Hold |
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|
2019
Q4 | $272K | Hold |
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|
2019
Q3 | $250K | Hold |
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|
2019
Q2 | $236K | Hold |
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|
2019
Q1 | $219K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $269K | Buy |
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|
2018
Q1 | $216K | Sell |
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|
2017
Q4 | $268K | Buy |
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|
2017
Q3 | $258K | Sell |
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|
2017
Q2 | $160K | Sell |
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|
2017
Q1 | $237K | Buy |
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|
2016
Q4 | $200K | Buy |
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