TVWM
Tower View Wealth Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
1,640
+2
| +0.1% | +$266 | 0.11% | 58 |
|
|
2025
Q1 | $189K | Buy |
1,638
+2
| +0.1% | +$231 | 0.11% | 52 |
|
|
2024
Q4 | $242K | Buy |
1,636
+2
| +0.1% | +$296 | 0.13% | 54 |
|
|
2024
Q3 | $213K | Buy |
1,634
+2
| +0.1% | +$261 | 0.12% | 53 |
|
|
2024
Q2 | $172K | Buy |
1,632
+3
| +0.2% | +$316 | 0.1% | 56 |
|
|
2024
Q1 | $164K | Buy |
1,629
+3
| +0.2% | +$302 | 0.1% | 63 |
|
|
2023
Q4 | $135K | Buy |
1,626
+3
| +0.2% | +$249 | 0.08% | 60 |
|
|
2023
Q3 | $100K | Buy |
1,623
+5
| +0.3% | +$308 | 0.07% | 65 |
|
|
2023
Q2 | $91K | Buy |
1,618
+5
| +0.3% | +$281 | 0.06% | 65 |
|
|
2023
Q1 | $85K | Buy |
1,613
+4
| +0.2% | +$211 | 0.06% | 70 |
|
|
2022
Q4 | $75K | Buy |
1,609
+4
| +0.2% | +$186 | 0.05% | 72 |
|
|
2022
Q3 | $69K | Buy |
1,605
+5
| +0.3% | +$215 | 0.05% | 72 |
|
|
2022
Q2 | $74K | Hold |
1,600
| – | – | 0.05% | 71 |
|
|
2022
Q1 | $94K | Sell |
1,600
-150
| -9% | -$8.81K | 0.05% | 90 |
|
|
2021
Q4 | $130K | Sell |
1,750
-250
| -13% | -$18.6K | 0.07% | 86 |
|
|
2021
Q3 | $122K | Buy |
+2,000
| New | +$122K | 0.07% | 83 |
|