TSWM
Triangle Securities Wealth Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32M | Sell |
62,556
-1,777
| -3% | -$236K | 2.05% | 10 |
|
|
2025
Q1 | $7.44M | Buy |
64,333
+3,491
| +6% | +$404K | 1.91% | 9 |
|
|
2024
Q4 | $9M | Sell |
60,842
-5,097
| -8% | -$754K | 2.31% | 7 |
|
|
2024
Q3 | $8.61M | Sell |
65,939
-3,804
| -5% | -$497K | 2.23% | 7 |
|
|
2024
Q2 | $7.34M | Sell |
69,743
-6,818
| -9% | -$718K | 2.07% | 9 |
|
|
2024
Q1 | $7.7M | Sell |
76,561
-6,221
| -8% | -$626K | 2.2% | 5 |
|
|
2023
Q4 | $6.86M | Sell |
82,782
-644
| -0.8% | -$53.4K | 2.13% | 9 |
|
|
2023
Q3 | $5.14M | Sell |
83,426
-420
| -0.5% | -$25.9K | 1.83% | 13 |
|
|
2023
Q2 | $4.7M | Buy |
83,846
+1,387
| +2% | +$77.7K | 1.62% | 15 |
|
|
2023
Q1 | $4.33M | Sell |
82,459
-499
| -0.6% | -$26.2K | 1.55% | 15 |
|
|
2022
Q4 | $3.85M | Buy |
82,958
+392
| +0.5% | +$18.2K | 1.41% | 16 |
|
|
2022
Q3 | $3.55M | Sell |
82,566
-40
| -0% | -$1.72K | 1.45% | 14 |
|
|
2022
Q2 | $3.82M | Buy |
82,606
+2,546
| +3% | +$118K | 1.49% | 13 |
|
|
2022
Q1 | $4.68M | Buy |
80,060
+3,077
| +4% | +$180K | 1.57% | 12 |
|
|
2021
Q4 | $5.74M | Buy |
76,983
+808
| +1% | +$60.2K | 1.79% | 10 |
|
|
2021
Q3 | $4.64M | Buy |
76,175
+3,997
| +6% | +$243K | 1.57% | 13 |
|
|
2021
Q2 | $4.28M | Buy |
72,178
+4,314
| +6% | +$256K | 1.45% | 14 |
|
|
2021
Q1 | $3.32M | Buy |
67,864
+15,674
| +30% | +$766K | 1.2% | 19 |
|
|
2020
Q4 | $2.11M | Buy |
+52,190
| New | +$2.11M | 0.84% | 33 |
|