AE Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
89,449
+23,906
| +36% | +$3.18M | 0.09% | 228 |
|
|
2025
Q1 | $7.58M | Buy |
65,543
+8,458
| +15% | +$978K | 0.06% | 275 |
|
|
2024
Q4 | $8.44M | Buy |
57,085
+8,566
| +18% | +$1.27M | 0.07% | 257 |
|
|
2024
Q3 | $6.34M | Buy |
+48,519
| New | +$6.34M | 0.06% | 290 |
|
|
2024
Q1 | – | Sell |
-11,146
| Closed | -$967K | – | 1608 |
|
|
2023
Q4 | $967K | Sell |
11,146
-3,114
| -22% | -$270K | ﹤0.01% | 1168 |
|
|
2023
Q3 | $878K | Buy |
14,260
+168
| +1% | +$10.3K | 0.01% | 1149 |
|
|
2023
Q2 | $789K | Buy |
14,092
+323
| +2% | +$18.1K | ﹤0.01% | 1175 |
|
|
2023
Q1 | $723K | Buy |
13,769
+2,324
| +20% | +$122K | ﹤0.01% | 1179 |
|
|
2022
Q4 | $531K | Buy |
11,445
+820
| +8% | +$38.1K | ﹤0.01% | 1281 |
|
|
2022
Q3 | $457K | Buy |
10,625
+1,390
| +15% | +$59.8K | ﹤0.01% | 1303 |
|
|
2022
Q2 | $427K | Buy |
9,235
+1,335
| +17% | +$61.7K | ﹤0.01% | 1278 |
|
|
2022
Q1 | $462K | Buy |
7,900
+1,556
| +25% | +$91K | ﹤0.01% | 1256 |
|
|
2021
Q4 | $473K | Buy |
6,344
+689
| +12% | +$51.4K | ﹤0.01% | 1270 |
|
|
2021
Q3 | $344K | Buy |
5,655
+822
| +17% | +$50K | ﹤0.01% | 1304 |
|
|
2021
Q2 | $286K | Buy |
+4,833
| New | +$286K | ﹤0.01% | 1356 |
|
|
2020
Q1 | – | Sell |
-9,400
| Closed | -$274K | – | 1199 |
|
|
2019
Q4 | $274K | Buy |
9,400
+1,174
| +14% | +$34.2K | 0.01% | 938 |
|
|
2019
Q3 | $221K | Sell |
8,226
-185
| -2% | -$4.97K | 0.01% | 894 |
|
|
2019
Q2 | $213K | Buy |
+8,411
| New | +$213K | 0.01% | 877 |
|