Wilbanks Smith & Thomas Asset Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,609
| Closed | -$397K | – | 408 |
|
|
2019
Q4 | $397K | Sell |
13,609
-501
| -4% | -$14.6K | 0.02% | 280 |
|
|
2019
Q3 | $379K | Sell |
14,110
-120,364
| -90% | -$3.23M | 0.02% | 275 |
|
|
2019
Q2 | $3.4M | Buy |
134,474
+13,873
| +12% | +$351K | 0.22% | 98 |
|
|
2019
Q1 | $2.83M | Buy |
120,601
+15,136
| +14% | +$356K | 0.18% | 113 |
|
|
2018
Q4 | $2.07M | Sell |
105,465
-5,189
| -5% | -$102K | 0.14% | 108 |
|
|
2018
Q3 | $3.02M | Buy |
110,654
+94,424
| +582% | +$2.58M | 0.18% | 101 |
|
|
2018
Q2 | $403K | Buy |
16,230
+670
| +4% | +$16.6K | 0.03% | 225 |
|
|
2018
Q1 | $316K | Buy |
15,560
+2,925
| +23% | +$59.4K | 0.03% | 252 |
|
|
2017
Q4 | $266K | Buy |
+12,635
| New | +$266K | 0.02% | 282 |
|