Welch & Forbes’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
Q2 | $769K | Sell |
|
|||||
|
2025
Q1 | $675K | Sell |
|
|||||
|
2024
Q4 | $930K | Buy |
|
|||||
|
2024
Q3 | $816K | Hold |
|
|||||
|
2024
Q2 | $660K | Sell |
|
|||||
|
2024
Q1 | $631K | Sell |
|
|||||
|
2023
Q4 | $543K | Hold |
|
|||||
|
2023
Q3 | $403K | Hold |
|
|||||
|
2023
Q2 | $367K | Hold |
|
|||||
|
2023
Q1 | $344K | Sell |
|
|||||
|
2022
Q4 | $453K | Hold |
|
|||||
|
2022
Q3 | $420K | Sell |
|
|||||
|
2022
Q2 | $736K | Hold |
|
|||||
|
2022
Q1 | $929K | Hold |
|
|||||
|
2021
Q4 | $1.18M | Sell |
|
|||||
|
2021
Q3 | $1.22M | Hold |
|
|||||
|
2021
Q2 | $1.19M | Buy |
|