Avior 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 | – | Sell |
-9,073
| Closed | -$1.05M | – | 739 |
|
|
2025
Q1 | $1.05M | Buy |
9,073
+954
| +12% | +$110K | 0.04% | 254 |
|
|
2024
Q4 | $1.2M | Buy |
8,119
+506
| +7% | +$74.8K | 0.04% | 249 |
|
|
2024
Q3 | $994K | Buy |
7,613
+3,514
| +86% | +$459K | 0.04% | 286 |
|
|
2024
Q2 | $431K | Sell |
4,099
-409
| -9% | -$43K | 0.02% | 470 |
|
|
2024
Q1 | $453K | Buy |
+4,508
| New | +$453K | 0.02% | 479 |
|
|
2021
Q1 | – | Sell |
-32
| Closed | -$1K | – | 1086 |
|
|
2020
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 924 |
|
|
2020
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 877 |
|
|
2020
Q2 | $0 | Buy |
+32
| New | – | ﹤0.01% | 955 |
|