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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,082
| Closed | -$265K | – | 244 |
|
|
2025
Q4 | $265K | Sell |
2,082
-194
| -9% | -$24.1K | 0.04% | 242 |
|
|
2025
Q3 | $296K | Sell |
2,276
-54
| -2% | -$7.67K | 0.04% | 222 |
|
|
2025
Q2 | $310K | Sell |
2,330
-81
| -3% | -$9.48K | 0.05% | 213 |
|
|
2025
Q1 | $279K | Sell |
2,411
-524
| -18% | -$72.1K | 0.04% | 221 |
|
|
2024
Q4 | $434K | Buy |
2,935
+1,320
| +82% | +$194K | 0.06% | 177 |
|
|
2024
Q3 | $211K | Buy |
+1,615
| New | +$191K | 0.03% | 246 |
|
|
2023
Q3 | – | Sell |
-872
| Closed | -$48.8K | – | 746 |
|
|
2023
Q2 | $48.8K | Hold |
872
| – | – | 0.01% | 514 |
|
|
2023
Q1 | $45.8K | Buy |
+872
| New | +$46.8K | 0.01% | 575 |
|
|
2022
Q1 | $268K | Buy |
5,252
+115
| +2% | +$7.24K | 0.02% | 334 |
|
|
2021
Q4 | $366K | Sell |
5,137
-38
| -0.7% | -$2.8K | 0.02% | 290 |
|
|
2021
Q3 | $402K | Buy |
5,175
+38
| +0.7% | +$2.39K | 0.03% | 281 |
|
|
2021
Q2 | $338K | Hold |
5,137
| – | – | 0.02% | 270 |
|
|
2021
Q1 | $286K | Buy |
5,137
+234
| +5% | +$10.5K | 0.02% | 281 |
|
|
2020
Q4 | $215K | Buy |
+4,903
| New | +$185K | 0.02% | 308 |
|
|
2017
Q2 | – | Sell |
-3,314
| Closed | -$58.6K | – | 316 |
|
|
2017
Q1 | $58.6K | Buy |
+3,314
| New | +$58.9K | 0.2% | 97 |
|
|
2016
Q3 | $198K | Sell |
13,944
-14,584
| -51% | -$207K | 0.06% | 149 |
|
|
2016
Q2 | $174K | Buy |
+28,528
| New | +$382K | 0.02% | 421 |
|
|
2015
Q4 | $70K | Buy |
+15,776
| New | +$270K | 0.01% | 532 |
|
|
2015
Q2 | $43K | Buy |
+1,900
| New | +$43.7K | 0.02% | 187 |
|
Other funds holding KKR
VCM
