AO
Advisor OS’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
10,314
-1,095
| -10% | -$146K | 0.14% | 104 |
|
|
2025
Q1 | $1.32M | Sell |
11,409
-606
| -5% | -$70.1K | 0.15% | 94 |
|
|
2024
Q4 | $1.78M | Sell |
12,015
-2,531
| -17% | -$374K | 0.21% | 72 |
|
|
2024
Q3 | $1.9M | Buy |
14,546
+477
| +3% | +$62.3K | 0.19% | 97 |
|
|
2024
Q2 | $1.48M | Buy |
14,069
+3,086
| +28% | +$325K | 0.16% | 110 |
|
|
2024
Q1 | $1.1M | Buy |
+10,983
| New | +$1.1M | 0.13% | 150 |
|