Wellington Shields Capital Management’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 | $2.58M | Buy |
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|
2025
Q2 | $2.64M | Buy |
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|
2025
Q1 | $231K | Hold |
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|
2024
Q4 | $296K | Hold |
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|
2024
Q3 | $261K | Hold |
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|
2024
Q2 | $210K | Hold |
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|
2024
Q1 | $201K | Hold |
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|
2023
Q4 | $166K | Hold |
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|
2023
Q3 | $123K | Hold |
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|
2023
Q2 | $112K | Hold |
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|
2023
Q1 | $105K | Hold |
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|
2022
Q4 | $92.8K | Hold |
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|
2022
Q3 | $86K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $238K | Hold |
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|
2018
Q4 | $199K | Hold |
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|
2018
Q3 | $277K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $473K | Buy |
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|
2014
Q3 | $215K | Hold |
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|
2014
Q2 | $235K | Hold |
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|
2014
Q1 | $220K | Hold |
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|
2013
Q4 | $235K | Sell |
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|
2013
Q3 | $804K | Sell |
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|
2013
Q2 | $846K | Buy |
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