Watershed Private Wealth’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
Q3
$543K Hold
2025
Q2
$556K Hold
2025
Q1
$483K Hold
2024
Q4
$618K Hold
2024
Q3
$546K Buy
2024
Q2
$437K Hold
2024
Q1
$418K Hold
2023
Q4
$344K Hold
2023
Q3
$256K Hold
2023
Q2
$233K Hold
2023
Q1
$218K Buy