Valued Wealth Advisors’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 | $2.54K | Sell |
19
-55
| -74% | -$7.34K | ﹤0.01% | 359 |
|
2025
Q1 | $8.57K | Sell |
74
-13
| -15% | -$1.51K | 0.01% | 252 |
|
2024
Q4 | $12.9K | Buy |
87
+21
| +32% | +$3.11K | 0.01% | 199 |
|
2024
Q3 | $8.62K | Buy |
66
+22
| +50% | +$2.87K | 0.01% | 233 |
|
2024
Q2 | $4.63K | Buy |
44
+32
| +267% | +$3.37K | ﹤0.01% | 281 |
|
2024
Q1 | $1.21K | Buy |
12
+9
| +300% | +$905 | ﹤0.01% | 422 |
|
2023
Q4 | $185 | Buy |
+3
| New | +$185 | ﹤0.01% | 505 |
|