Wellington Shields & Co’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 | $399K | Hold |
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|
2025
Q1 | $347K | Hold |
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|
2024
Q4 | $444K | Hold |
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|
2024
Q3 | $392K | Hold |
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|
2024
Q2 | $316K | Hold |
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|
2024
Q1 | $302K | Hold |
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|
2023
Q4 | $249K | Hold |
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|
2023
Q3 | $185K | Hold |
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|
2023
Q2 | $168K | Hold |
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|
2023
Q1 | $158K | Hold |
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|
2022
Q4 | $139K | Hold |
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|
2022
Q3 | $129K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $310K | Hold |
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|
2021
Q4 | $395K | Hold |
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|
2021
Q3 | $323K | Hold |
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|
2021
Q2 | $314K | Hold |
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|
2021
Q1 | $259K | Hold |
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|
2020
Q4 | $215K | Sell |
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|
2020
Q3 | $234K | Hold |
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|
2020
Q2 | $210K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $213K | Buy |
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