Western Pacific Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.2K | Sell |
287
-45
| -14% | -$5.99K | 0.04% | 143 |
|
|
2025
Q1 | $38.4K | Hold |
332
| – | – | 0.03% | 137 |
|
|
2024
Q4 | $49.1K | Sell |
332
-50
| -13% | -$7.4K | 0.04% | 143 |
|
|
2024
Q3 | $49.9K | Hold |
382
| – | – | 0.03% | 167 |
|
|
2024
Q2 | $40.2K | Buy |
382
+282
| +282% | +$29.7K | 0.03% | 156 |
|
|
2024
Q1 | $10.1K | Sell |
100
-3,601
| -97% | -$363K | 0.01% | 192 |
|
|
2023
Q4 | $307K | Buy |
3,701
+135
| +4% | +$11.2K | 0.22% | 27 |
|
|
2023
Q3 | $220K | Buy |
3,566
+365
| +11% | +$22.5K | 0.18% | 39 |
|
|
2023
Q2 | $179K | Hold |
3,201
| – | – | 0.14% | 44 |
|
|
2023
Q1 | $168K | Hold |
3,201
| – | – | 0.13% | 48 |
|
|
2022
Q4 | $149K | Buy |
3,201
+970
| +43% | +$45K | 0.12% | 51 |
|
|
2022
Q3 | $95K | Sell |
2,231
-518
| -19% | -$22.1K | 0.09% | 54 |
|
|
2022
Q2 | $127K | Sell |
2,749
-597
| -18% | -$27.6K | 0.12% | 38 |
|
|
2022
Q1 | $195K | Hold |
3,346
| – | – | 0.14% | 34 |
|
|
2021
Q4 | $249K | Buy |
+3,346
| New | +$249K | 0.16% | 33 |
|