U.S. Capital Wealth Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $725K | Sell |
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|
2025
Q2 | $758K | Sell |
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|
2025
Q1 | $3.69M | Buy |
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|
2024
Q4 | $4.67M | Buy |
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|
2024
Q3 | $451K | Buy |
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|
2024
Q2 | $340K | Buy |
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|
2024
Q1 | $308K | Buy |
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|
2023
Q4 | $253K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $140K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $224K | Sell |
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|
2021
Q3 | $487K | Buy |
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