Watershed Private 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 | $556K | Hold |
4,179
| – | – | 0.2% | 66 |
|
|
2025
Q1 | $483K | Hold |
4,179
| – | – | 0.19% | 68 |
|
|
2024
Q4 | $618K | Hold |
4,179
| – | – | 0.24% | 64 |
|
|
2024
Q3 | $546K | Buy |
4,179
+22
| +0.5% | +$2.87K | 0.22% | 62 |
|
|
2024
Q2 | $437K | Hold |
4,157
| – | – | 0.19% | 79 |
|
|
2024
Q1 | $418K | Hold |
4,157
| – | – | 0.19% | 82 |
|
|
2023
Q4 | $344K | Hold |
4,157
| – | – | 0.19% | 77 |
|
|
2023
Q3 | $256K | Hold |
4,157
| – | – | 0.16% | 86 |
|
|
2023
Q2 | $233K | Hold |
4,157
| – | – | 0.14% | 83 |
|
|
2023
Q1 | $218K | Buy |
+4,157
| New | +$218K | 0.15% | 77 |
|