AWM
Atticus Wealth Management’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.9K | Hold |
2,792
| – | – | 0.02% | 302 |
|
|
2025
Q1 | $58.5K | Hold |
2,792
| – | – | 0.02% | 219 |
|
|
2024
Q4 | $60.6K | Hold |
2,792
| – | – | 0.02% | 226 |
|
|
2024
Q3 | $55.1K | Hold |
2,792
| – | – | 0.02% | 233 |
|
|
2024
Q2 | $55.1K | Sell |
2,792
-1,760
| -39% | -$34.7K | 0.02% | 225 |
|
|
2024
Q1 | $86.8K | Buy |
4,552
+562
| +14% | +$10.7K | 0.03% | 185 |
|
|
2023
Q4 | $79.7K | Hold |
3,990
| – | – | 0.03% | 195 |
|
|
2023
Q3 | $78.6K | Buy |
3,990
+421
| +12% | +$8.29K | 0.03% | 198 |
|
|
2023
Q2 | $68.5K | Buy |
3,569
+26
| +0.7% | +$499 | 0.03% | 224 |
|
|
2023
Q1 | $65.6K | Buy |
3,543
+27
| +0.8% | +$500 | 0.03% | 219 |
|
|
2022
Q4 | $61.5K | Buy |
3,516
+48
| +1% | +$840 | 0.03% | 229 |
|
|
2022
Q3 | $67K | Hold |
3,468
| – | – | 0.03% | 205 |
|
|
2022
Q2 | $67K | Hold |
3,468
| – | – | 0.03% | 225 |
|
|
2022
Q1 | $79K | Hold |
3,468
| – | – | 0.03% | 216 |
|
|
2021
Q4 | $73K | Hold |
3,468
| – | – | 0.03% | 188 |
|
|
2021
Q3 | $76K | Hold |
3,468
| – | – | 0.03% | 194 |
|
|
2021
Q2 | $75K | Buy |
+3,468
| New | +$75K | 0.03% | 195 |
|