Spire 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
$1.45M Buy
2025
Q2
$1.47M Sell
2025
Q1
$1.35M Buy
2024
Q4
$1.67M Sell
2024
Q3
$1.48M Buy
2024
Q2
$1.19M Sell
2024
Q1
$1.19M Buy
2023
Q4
$948K Buy
2023
Q3
$692K Sell
2023
Q2
$629K Sell
2023
Q1
$596K Buy
2022
Q4
$472K Sell
2022
Q3
$440K Sell
2022
Q2
$524K Sell
2022
Q1
$744K Sell
2021
Q4
$1.18M Buy
2021
Q3
$861K Sell
2021
Q2
$904K Sell
2021
Q1
$736K Buy