A detailed history of Trinity Point Wealth, LLC transactions in Kkr & Co. Inc. stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 4,800 shares of KKR stock, worth $730,464. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,800
Previous 4,785 0.31%
Holding current value
$730,464
Previous $503,000 24.45%
% of portfolio
0.09%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$104.51 - $133.23 $1,567 - $1,998
15 Added 0.31%
4,800 $626,000
Q2 2024

Jul 30, 2024

SELL
$92.62 - $111.49 $3,241 - $3,902
-35 Reduced 0.73%
4,785 $503,000
Q4 2023

Feb 08, 2024

BUY
$54.1 - $84.69 $1,406 - $2,201
26 Added 0.54%
4,820 $399,000
Q3 2023

Nov 08, 2023

BUY
$53.91 - $64.46 $485 - $580
9 Added 0.19%
4,794 $295,000
Q2 2023

Aug 07, 2023

SELL
$47.79 - $58.61 $238 - $293
-5 Reduced 0.1%
4,785 $267,000
Q1 2023

May 04, 2023

SELL
$46.69 - $59.1 $1,400 - $1,773
-30 Reduced 0.62%
4,790 $251,000
Q4 2022

Feb 07, 2023

BUY
$43.95 - $57.08 $1,318 - $1,712
30 Added 0.63%
4,820 $223,000
Q3 2022

Nov 09, 2022

BUY
$19.95 - $55.46 $99 - $277
5 Added 0.1%
4,790 $206,000
Q1 2021

May 11, 2021

BUY
$37.56 - $49.35 $179,724 - $236,139
4,785 New
4,785 $234,000

Others Institutions Holding KKR

About KKR & Co. Inc.


  • Ticker KKR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 859,833,024
  • Market Cap $131B
  • Description
  • KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, growth equity, mature, mezzanine, distressed, turnaround, lower middle market and middle market investments. The firm conside...
More about KKR
Track This Portfolio

Track Trinity Point Wealth, LLC Portfolio

Follow Trinity Point Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trinity Point Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Point Wealth, LLC with notifications on news.