Western Pacific Wealth 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
$37.3K Hold
2025
Q2
$38.2K Sell
2025
Q1
$38.4K Hold
2024
Q4
$49.1K Sell
2024
Q3
$49.9K Hold
2024
Q2
$40.2K Buy
2024
Q1
$10.1K Sell
2023
Q4
$307K Buy
2023
Q3
$220K Buy
2023
Q2
$179K Hold
2023
Q1
$168K Hold
2022
Q4
$149K Buy
2022
Q3
$95K Sell
2022
Q2
$127K Sell
2022
Q1
$195K Hold
2021
Q4
$249K Buy