Atticus Wealth Management’s FS KKR Capital FSK Stock Holding History

Atticus Wealth Management’s Portfolio FSK Stock Details FSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,792	Closed	-$57.9K	–	355
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%	-$34.6K	0.02%	226
2024 Q1	$86.8K	Buy	4,552 +562	+14%	+$11.1K	0.03%	185
2023 Q4	$79.7K	Hold	3,990	–	–	0.03%	195
2023 Q3	$78.6K	Buy	3,990 +421	+12%	+$8.42K	0.03%	198
2023 Q2	$68.5K	Buy	3,569 +26	+0.7%	+$492	0.03%	224
2023 Q1	$65.6K	Buy	3,543 +27	+0.8%	+$512	0.03%	219
2022 Q4	$61.5K	Buy	3,516 +48	+1%	+$892	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	+$74.3K	0.03%	195

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return