Apella Capital’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 | $494K | Buy |
3,642
+314
| +9% | +$42.6K | 0.01% | 296 |
|
|
2025
Q1 | $368K | Buy |
3,328
+24
| +0.7% | +$2.65K | 0.01% | 281 |
|
|
2024
Q4 | $489K | Sell |
3,304
-17
| -0.5% | -$2.52K | 0.02% | 241 |
|
|
2024
Q3 | $439K | Buy |
3,321
+106
| +3% | +$14K | 0.02% | 227 |
|
|
2024
Q2 | $339K | Buy |
3,215
+19
| +0.6% | +$2.01K | 0.02% | 246 |
|
|
2024
Q1 | $320K | Buy |
3,196
+3
| +0.1% | +$301 | 0.02% | 237 |
|
|
2023
Q4 | $255K | Buy |
+3,193
| New | +$255K | 0.01% | 256 |
|
|
2022
Q1 | – | Sell |
-3,000
| Closed | -$224K | – | 218 |
|
|
2021
Q4 | $224K | Buy |
+3,000
| New | +$224K | 0.03% | 186 |
|