Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.01M | Sell |
33,858
-270
| -0.8% | -$39.9K | 0.69% | 34 |
|
|
2024
Q3 | $4.46M | Sell |
34,128
-342
| -1% | -$44.7K | 0.63% | 41 |
|
|
2024
Q2 | $3.63M | Sell |
34,470
-399
| -1% | -$42K | 0.53% | 49 |
|
|
2024
Q1 | $3.51M | Sell |
34,869
-408
| -1% | -$41K | 0.53% | 49 |
|
|
2023
Q4 | $2.92M | Buy |
35,277
+406
| +1% | +$33.6K | 0.49% | 52 |
|
|
2023
Q3 | $2.15M | Sell |
34,871
-768
| -2% | -$47.3K | 0.41% | 71 |
|
|
2023
Q2 | $2M | Sell |
35,639
-102
| -0.3% | -$5.71K | 0.36% | 82 |
|
|
2023
Q1 | $1.88M | Sell |
35,741
-131
| -0.4% | -$6.88K | 0.37% | 84 |
|
|
2022
Q4 | $1.67M | Buy |
35,872
+247
| +0.7% | +$11.5K | 0.35% | 83 |
|
|
2022
Q3 | $1.53M | Buy |
35,625
+527
| +2% | +$22.7K | 0.35% | 86 |
|
|
2022
Q2 | $1.63M | Buy |
35,098
+10,962
| +45% | +$508K | 0.36% | 93 |
|
|
2022
Q1 | $1.41M | Sell |
24,136
-26,356
| -52% | -$1.54M | 0.25% | 108 |
|
|
2021
Q4 | $3.76M | Buy |
50,492
+623
| +1% | +$46.4K | 0.63% | 61 |
|
|
2021
Q3 | $3.04M | Sell |
49,869
-835
| -2% | -$50.8K | 0.55% | 69 |
|
|
2021
Q2 | $3M | Buy |
50,704
+1,143
| +2% | +$67.7K | 0.53% | 71 |
|
|
2021
Q1 | $2.42M | Sell |
49,561
-3,421
| -6% | -$167K | 0.47% | 80 |
|
|
2020
Q4 | $2.15M | Buy |
52,982
+25
| +0% | +$1.01K | 0.43% | 95 |
|
|
2020
Q3 | $1.82M | Sell |
52,957
-131
| -0.2% | -$4.5K | 0.51% | 75 |
|
|
2020
Q2 | $1.64M | Sell |
53,088
-2,543
| -5% | -$78.5K | 0.54% | 65 |
|
|
2020
Q1 | $1.31M | Buy |
+55,631
| New | +$1.31M | 0.59% | 66 |
|