WealthPLAN Partners’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 | $296K | Sell |
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|
2025
Q2 | $310K | Sell |
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|
2025
Q1 | $279K | Sell |
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|
2024
Q4 | $434K | Buy |
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|
2024
Q3 | $211K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $48.8K | Hold |
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|
2023
Q1 | $45.8K | Buy |
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|
2022
Q1 | $268K | Buy |
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|
2021
Q4 | $366K | Sell |
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|
2021
Q3 | $402K | Buy |
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|
2021
Q2 | $338K | Hold |
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|
2021
Q1 | $286K | Buy |
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|
2020
Q4 | $215K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $58.6K | Buy |
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|
2016
Q3 | $198K | Sell |
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|
2016
Q2 | $174K | Buy |
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|
2015
Q4 | $70K | Buy |
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|
2015
Q2 | $43K | Buy |
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