AWA
Aaron Wealth Advisors’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Buy |
4,006
+63
| +2% | +$8.38K | 0.05% | 218 |
|
|
2025
Q1 | $456K | Buy |
3,943
+191
| +5% | +$22.1K | 0.05% | 238 |
|
|
2024
Q4 | $555K | Buy |
3,752
+64
| +2% | +$9.47K | 0.06% | 185 |
|
|
2024
Q3 | $482K | Buy |
3,688
+457
| +14% | +$59.7K | 0.06% | 196 |
|
|
2024
Q2 | $340K | Buy |
3,231
+587
| +22% | +$61.8K | 0.05% | 213 |
|
|
2024
Q1 | $266K | Buy |
+2,644
| New | +$266K | 0.04% | 238 |
|
|
2023
Q4 | – | Sell |
-26,861
| Closed | -$1.65M | – | 273 |
|
|
2023
Q3 | $1.65M | Buy |
26,861
+198
| +0.7% | +$12.2K | 0.21% | 68 |
|
|
2023
Q2 | $1.49M | Buy |
26,663
+145
| +0.5% | +$8.12K | 0.19% | 78 |
|
|
2023
Q1 | $1.39M | Buy |
26,518
+86
| +0.3% | +$4.52K | 0.19% | 82 |
|
|
2022
Q4 | $1.23M | Buy |
26,432
+249
| +1% | +$11.6K | 0.18% | 86 |
|
|
2022
Q3 | $1.13M | Buy |
+26,183
| New | +$1.13M | 0.21% | 72 |
|