Trueblood 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 | $1.46M | Buy |
10,966
+12
| +0.1% | +$1.6K | 0.61% | 48 |
|
|
2025
Q1 | $1.27M | Buy |
10,954
+462
| +4% | +$53.4K | 0.59% | 52 |
|
|
2024
Q4 | $1.55M | Sell |
10,492
-207
| -2% | -$30.6K | 0.76% | 26 |
|
|
2024
Q3 | $1.4M | Sell |
10,699
-119
| -1% | -$15.5K | 0.7% | 35 |
|
|
2024
Q2 | $1.14M | Sell |
10,818
-16
| -0.1% | -$1.68K | 0.64% | 45 |
|
|
2024
Q1 | $1.09M | Sell |
10,834
-66
| -0.6% | -$6.64K | 0.62% | 46 |
|
|
2023
Q4 | $903K | Buy |
+10,900
| New | +$903K | 0.57% | 55 |
|