VWA
Visionary Wealth Advisors’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Buy |
7,180
+311
| +5% | +$41.4K | 0.05% | 279 |
|
|
2025
Q1 | $794K | Buy |
6,869
+400
| +6% | +$46.2K | 0.05% | 281 |
|
|
2024
Q4 | $957K | Buy |
6,469
+31
| +0.5% | +$4.59K | 0.06% | 262 |
|
|
2024
Q3 | $841K | Buy |
6,438
+3
| +0% | +$392 | 0.05% | 274 |
|
|
2024
Q2 | $677K | Hold |
6,435
| – | – | 0.04% | 286 |
|
|
2024
Q1 | $647K | Sell |
6,435
-281
| -4% | -$28.3K | 0.04% | 288 |
|
|
2023
Q4 | $556K | Sell |
6,716
-400
| -6% | -$33.1K | 0.04% | 300 |
|
|
2023
Q3 | $438K | Sell |
7,116
-119
| -2% | -$7.33K | 0.04% | 320 |
|
|
2023
Q2 | $405K | Buy |
7,235
+281
| +4% | +$15.7K | 0.03% | 321 |
|
|
2023
Q1 | $365K | Sell |
6,954
-500
| -7% | -$26.3K | 0.03% | 323 |
|
|
2022
Q4 | $346K | Buy |
7,454
+295
| +4% | +$13.7K | 0.03% | 295 |
|
|
2022
Q3 | $308K | Sell |
7,159
-145
| -2% | -$6.24K | 0.03% | 290 |
|
|
2022
Q2 | $338K | Buy |
7,304
+300
| +4% | +$13.9K | 0.03% | 301 |
|
|
2022
Q1 | $410K | Sell |
7,004
-20
| -0.3% | -$1.17K | 0.03% | 283 |
|
|
2021
Q4 | $523K | Sell |
7,024
-100
| -1% | -$7.45K | 0.04% | 228 |
|
|
2021
Q3 | $434K | Buy |
7,124
+390
| +6% | +$23.8K | 0.04% | 203 |
|
|
2021
Q2 | $399K | Sell |
6,734
-370
| -5% | -$21.9K | 0.04% | 226 |
|
|
2021
Q1 | $347K | Sell |
7,104
-3,076
| -30% | -$150K | 0.04% | 231 |
|
|
2020
Q4 | $412K | Buy |
10,180
+309
| +3% | +$12.5K | 0.05% | 203 |
|
|
2020
Q3 | $339K | Buy |
9,871
+235
| +2% | +$8.07K | 0.05% | 181 |
|
|
2020
Q2 | $298K | Buy |
9,636
+45
| +0.5% | +$1.39K | 0.05% | 175 |
|
|
2020
Q1 | $225K | Buy |
9,591
+1,465
| +18% | +$34.4K | 0.04% | 176 |
|
|
2019
Q4 | $237K | Buy |
+8,126
| New | +$237K | 0.04% | 188 |
|