Western 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 | $1.4M | Buy |
10,516
+131
| +1% | +$17.4K | 0.08% | 212 |
|
2025
Q1 | $1.2M | Buy |
10,385
+40
| +0.4% | +$4.62K | 0.08% | 221 |
|
2024
Q4 | $1.53M | Buy |
10,345
+202
| +2% | +$29.9K | 0.1% | 182 |
|
2024
Q3 | $1.32M | Sell |
10,143
-197
| -2% | -$25.7K | 0.08% | 260 |
|
2024
Q2 | $1.09M | Hold |
10,340
| – | – | 0.08% | 214 |
|
2024
Q1 | $1.04M | Buy |
10,340
+368
| +4% | +$37K | 0.08% | 224 |
|
2023
Q4 | $826K | Sell |
9,972
-785
| -7% | -$65K | 0.06% | 310 |
|
2023
Q3 | $663K | Buy |
10,757
+435
| +4% | +$26.8K | 0.06% | 326 |
|
2023
Q2 | $578K | Sell |
10,322
-260
| -2% | -$14.6K | 0.05% | 346 |
|
2023
Q1 | $556K | Hold |
10,582
| – | – | 0.05% | 344 |
|
2022
Q4 | $491K | Sell |
10,582
-11,152
| -51% | -$518K | 0.05% | 342 |
|
2022
Q3 | $936K | Buy |
21,734
+376
| +2% | +$16.2K | 0.05% | 318 |
|
2022
Q2 | $989K | Sell |
21,358
-1
| -0% | -$46 | 0.06% | 305 |
|
2022
Q1 | $1.25M | Buy |
21,359
+10,622
| +99% | +$621K | 0.06% | 295 |
|
2021
Q4 | $801K | Buy |
+10,737
| New | +$801K | 0.08% | 239 |
|
2021
Q2 | $599K | Hold |
10,085
| – | – | 0.06% | 321 |
|
2021
Q1 | $493K | Buy |
10,085
+163
| +2% | +$7.97K | 0.07% | 276 |
|
2020
Q4 | $402K | Hold |
9,922
| – | – | 0.06% | 297 |
|
2020
Q3 | $341K | Hold |
9,922
| – | – | 0.06% | 308 |
|
2020
Q2 | $306K | Hold |
9,922
| – | – | 0.06% | 308 |
|
2020
Q1 | $233K | Hold |
9,922
| – | – | 0.05% | 314 |
|
2019
Q4 | $289K | Hold |
9,922
| – | – | 0.04% | 320 |
|
2019
Q3 | $267K | Buy |
9,922
+700
| +8% | +$18.8K | 0.06% | 315 |
|
2019
Q2 | $234K | Hold |
9,222
| – | – | 0.03% | 352 |
|
2019
Q1 | $217K | Buy |
+9,222
| New | +$217K | 0.05% | 349 |
|