Annis Gardner Whiting Capital Advisors’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 | $52.5K | Buy |
395
+377
| +2,094% | +$50.2K | 0.02% | 409 |
|
2025
Q1 | $2.08K | Sell |
18
-43
| -70% | -$4.97K | ﹤0.01% | 684 |
|
2024
Q4 | $9.02K | Sell |
61
-3
| -5% | -$444 | ﹤0.01% | 542 |
|
2024
Q3 | $8.36K | Buy |
64
+23
| +56% | +$3K | ﹤0.01% | 568 |
|
2024
Q2 | $4.32K | Buy |
+41
| New | +$4.32K | ﹤0.01% | 788 |
|
2024
Q1 | – | Sell |
-10,805
| Closed | -$895K | – | 956 |
|
2023
Q4 | $895K | Buy |
10,805
+1,195
| +12% | +$99K | 0.4% | 42 |
|
2023
Q3 | $592K | Buy |
+9,610
| New | +$592K | 0.32% | 57 |
|