Spire Wealth Management’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 | $1.47M | Sell |
11,080
-621
| -5% | -$82.6K | 0.05% | 290 |
|
2025
Q1 | $1.35M | Buy |
11,701
+443
| +4% | +$51.2K | 0.04% | 337 |
|
2024
Q4 | $1.67M | Sell |
11,258
-59
| -0.5% | -$8.73K | 0.05% | 273 |
|
2024
Q3 | $1.48M | Buy |
11,317
+9
| +0.1% | +$1.18K | 0.05% | 291 |
|
2024
Q2 | $1.19M | Sell |
11,308
-567
| -5% | -$59.7K | 0.04% | 310 |
|
2024
Q1 | $1.19M | Buy |
11,875
+609
| +5% | +$61.3K | 0.02% | 344 |
|
2023
Q4 | $948K | Buy |
11,266
+28
| +0.2% | +$2.36K | 0.03% | 372 |
|
2023
Q3 | $692K | Sell |
11,238
-3
| -0% | -$185 | 0.03% | 408 |
|
2023
Q2 | $629K | Sell |
11,241
-107
| -0.9% | -$5.99K | 0.02% | 442 |
|
2023
Q1 | $596K | Buy |
11,348
+1,190
| +12% | +$62.5K | 0.02% | 451 |
|
2022
Q4 | $472K | Sell |
10,158
-78
| -0.8% | -$3.62K | 0.03% | 367 |
|
2022
Q3 | $440K | Sell |
10,236
-1,077
| -10% | -$46.3K | 0.03% | 352 |
|
2022
Q2 | $524K | Sell |
11,313
-1,415
| -11% | -$65.5K | 0.02% | 457 |
|
2022
Q1 | $744K | Sell |
12,728
-3,135
| -20% | -$183K | 0.02% | 465 |
|
2021
Q4 | $1.18M | Buy |
15,863
+1,728
| +12% | +$129K | 0.03% | 423 |
|
2021
Q3 | $861K | Sell |
14,135
-1,125
| -7% | -$68.5K | 0.02% | 444 |
|
2021
Q2 | $904K | Sell |
15,260
-219
| -1% | -$13K | 0.02% | 455 |
|
2021
Q1 | $736K | Buy |
+15,479
| New | +$736K | 0.02% | 544 |
|