Wealthcare Advisory Partners’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 | $1.48M | Buy |
11,117
+91
| +0.8% | +$12.1K | 0.03% | 395 |
|
2025
Q1 | $1.27M | Buy |
11,026
+52
| +0.5% | +$6.01K | 0.03% | 392 |
|
2024
Q4 | $1.62M | Buy |
10,974
+73
| +0.7% | +$10.8K | 0.05% | 317 |
|
2024
Q3 | $1.42M | Buy |
10,901
+537
| +5% | +$70.1K | 0.04% | 335 |
|
2024
Q2 | $1.09M | Buy |
10,364
+17
| +0.2% | +$1.79K | 0.03% | 358 |
|
2024
Q1 | $1.04M | Sell |
10,347
-9
| -0.1% | -$905 | 0.03% | 346 |
|
2023
Q4 | $858K | Buy |
10,356
+75
| +0.7% | +$6.21K | 0.03% | 356 |
|
2023
Q3 | $633K | Buy |
10,281
+16
| +0.2% | +$986 | 0.03% | 376 |
|
2023
Q2 | $575K | Sell |
10,265
-330
| -3% | -$18.5K | 0.03% | 410 |
|
2023
Q1 | $556K | Sell |
10,595
-269
| -2% | -$14.1K | 0.02% | 429 |
|
2022
Q4 | $504K | Sell |
10,864
-13
| -0.1% | -$603 | 0.02% | 422 |
|
2022
Q3 | $468K | Buy |
+10,877
| New | +$468K | 0.03% | 376 |
|
2021
Q2 | – | Sell |
-287
| Closed | -$14K | – | 1244 |
|
2021
Q1 | $14K | Buy |
+287
| New | +$14K | ﹤0.01% | 1341 |
|