Annis Gardner Whiting Capital Advisors’s KKR & Co KKR Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio KKR Stock Details KKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$16.6K	Sell
2025 Q2	$52.5K	Buy
2025 Q1	$2.08K	Sell
2024 Q4	$9.02K	Sell
2024 Q3	$8.36K	Buy
2024 Q2	$4.32K	Buy
2024 Q1	–	Sell
2023 Q4	$895K	Buy
2023 Q3	$592K	Buy