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