Waterfront Wealth’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 | $6M | Buy |
45,105
+220
| +0.5% | +$29.3K | 1.35% | 16 |
|
2025
Q1 | $5.19M | Sell |
44,885
-710
| -2% | -$82.1K | 1.27% | 17 |
|
2024
Q4 | $6.74M | Sell |
45,595
-1,450
| -3% | -$214K | 1.64% | 11 |
|
2024
Q3 | $6.55M | Sell |
47,045
-145
| -0.3% | -$20.2K | 1.61% | 11 |
|
2024
Q2 | $4.97M | Sell |
47,190
-4,800
| -9% | -$505K | 1.35% | 15 |
|
2024
Q1 | $4.94M | Sell |
51,990
-200
| -0.4% | -$19K | 1.38% | 15 |
|
2023
Q4 | $4.32M | Hold |
52,190
| – | – | 1.27% | 20 |
|
2023
Q3 | $2.88M | Buy |
52,190
+1
| +0% | +$55 | 0.94% | 23 |
|
2023
Q2 | $3.18M | Buy |
52,189
+1
| +0% | +$61 | 0.94% | 25 |
|
2023
Q1 | $2.74M | Sell |
52,188
-2,249
| -4% | -$118K | 0.9% | 28 |
|
2022
Q4 | $3.02M | Sell |
54,437
-250
| -0.5% | -$13.9K | 1.04% | 19 |
|
2022
Q3 | $2.68M | Buy |
54,687
+2
| +0% | +$98 | 1.02% | 22 |
|
2022
Q2 | $2.53M | Sell |
54,685
-249
| -0.5% | -$11.5K | 1.02% | 25 |
|
2022
Q1 | $3.17M | Sell |
54,934
-657
| -1% | -$37.9K | 1.12% | 18 |
|
2021
Q4 | $4.14M | Hold |
55,591
| – | – | 1.64% | 12 |
|
2021
Q3 | $3.38M | Sell |
55,591
-1,000
| -2% | -$60.9K | 1.64% | 15 |
|
2021
Q2 | $3.35M | Hold |
56,591
| – | – | 1.59% | 14 |
|
2021
Q1 | $2.85M | Hold |
56,591
| – | – | 1.43% | 18 |
|
2020
Q4 | $2.29M | Buy |
+56,591
| New | +$2.29M | 1.62% | 16 |
|