WR Wealth Planners’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$123K Buy
2024
Q3
$105K Buy
2024
Q2
$80.5K Buy
2024
Q1
$51.7K Buy
2023
Q4
Sell
2023
Q3
$30.8K Hold
2023
Q2
$28K Hold
2023
Q1
$26.3K Buy