Aries 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	$1.25M	Hold	9,404	–	–	0.33%	78
2025 Q1	$1.09M	Hold	9,404	–	–	0.3%	83
2024 Q4	$1.39M	Sell	9,404 -40	-0.4%	-$5.92K	0.38%	66
2024 Q3	$1.23M	Sell	9,444 -40	-0.4%	-$5.22K	0.34%	75
2024 Q2	$998K	Buy	9,484 +524	+6%	+$55.1K	0.31%	77
2024 Q1	$901K	Sell	8,960 -100	-1%	-$10.1K	0.29%	85
2023 Q4	$751K	Hold	9,060	–	–	0.27%	91
2023 Q3	$547K	Sell	9,060 -150	-2%	-$9.05K	0.21%	104
2023 Q2	$516K	Hold	9,210	–	–	0.2%	110
2023 Q1	$484K	Hold	9,210	–	–	0.2%	118
2022 Q4	$428K	Sell	9,210 -1,000	-10%	-$46.4K	0.18%	117
2022 Q3	$497K	Hold	10,210	–	–	0.22%	107
2022 Q2	$473K	Buy	+10,210	New	+$473K	0.21%	101
2022 Q1	–	Sell	-10,210	Closed	-$761K	–	150
2021 Q4	$761K	Hold	10,210	–	–	0.29%	81
2021 Q3	$622K	Sell	10,210 -550	-5%	-$33.5K	0.26%	91
2021 Q2	$637K	Sell	10,760 -400	-4%	-$23.7K	0.27%	85
2021 Q1	$593K	Sell	11,160 -1,000	-8%	-$53.1K	0.27%	85
2020 Q4	$492K	Hold	12,160	–	–	0.25%	91
2020 Q3	$418K	Hold	12,160	–	–	0.24%	89
2020 Q2	$376K	Hold	12,160	–	–	0.23%	90
2020 Q1	$267K	Hold	12,160	–	–	0.2%	104
2019 Q4	$353K	Hold	12,160	–	–	0.22%	104
2019 Q3	$320K	Hold	12,160	–	–	0.21%	105
2019 Q2	$315K	Hold	12,160	–	–	0.22%	105
2019 Q1	$286K	Hold	12,160	–	–	0.21%	109
2018 Q4	$239K	Hold	12,160	–	–	0.25%	96
2018 Q3	$332K	Buy	+12,160	New	+$332K	0.3%	84
2018 Q2	–	Sell	-15,460	Closed	-$316K	–	137
2018 Q1	$316K	Buy	+15,460	New	+$316K	0.31%	88