Walter & Keenan Wealth Management’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
Q2 | $1.77M | Buy |
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|
2025
Q1 | $1.54M | Buy |
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|
2024
Q4 | $1.97M | Sell |
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|
2024
Q3 | $1.87M | Buy |
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|
2024
Q2 | $1.51M | Hold |
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $1.21M | Hold |
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|
2023
Q3 | $901K | Hold |
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|
2023
Q2 | $819K | Hold |
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|
2023
Q1 | $768K | Hold |
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|
2022
Q4 | $679K | Hold |
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|
2022
Q3 | $629K | Sell |
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|
2022
Q2 | $792K | Hold |
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|
2022
Q1 | $1M | Hold |
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|
2021
Q4 | $1.27M | Sell |
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|
2021
Q3 | $1.35M | Sell |
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|
2021
Q2 | $1.33M | Hold |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $899K | Sell |
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|
2020
Q3 | $934K | Sell |
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|
2020
Q2 | $1M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $948K | Hold |
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|
2019
Q3 | $873K | Hold |
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|
2019
Q2 | $821K | Hold |
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|
2019
Q1 | $763K | Hold |
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|
2018
Q4 | $638K | Sell |
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|
2018
Q3 | $1.02K | Hold |
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|
2018
Q2 | $932K | Hold |
|
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|
2018
Q1 | $761K | Hold |
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|
2017
Q4 | $790K | Hold |
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|
2017
Q3 | $762K | Hold |
|
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|
2017
Q2 | $698K | Hold |
|
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|
2017
Q1 | $684K | Hold |
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|
2016
Q4 | $577K | Hold |
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|
2016
Q3 | $535K | Hold |
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|
2016
Q2 | $463K | Hold |
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|
2016
Q1 | $551K | Buy |
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|
2015
Q4 | $496K | Sell |
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|
2015
Q3 | $609K | Buy |
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|
2015
Q2 | $772K | Buy |
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|
2015
Q1 | $760K | Hold |
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|
2014
Q4 | $773K | Hold |
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|
2014
Q3 | $473K | Buy |
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|
2014
Q2 | $665K | Buy |
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|
2014
Q1 | $537K | Buy |
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