Axxcess Wealth Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
1,713
-789
| -32% | -$105K | 0.01% | 802 |
|
|
2025
Q1 | $289K | Sell |
2,502
-5,762
| -70% | -$666K | 0.01% | 693 |
|
|
2024
Q4 | $1.22M | Buy |
8,264
+4,816
| +140% | +$712K | 0.03% | 370 |
|
|
2024
Q3 | $450K | Buy |
3,448
+2
| +0.1% | +$261 | 0.01% | 571 |
|
|
2024
Q2 | $363K | Sell |
3,446
-283
| -8% | -$29.8K | 0.01% | 596 |
|
|
2024
Q1 | $375K | Sell |
3,729
-453
| -11% | -$45.6K | 0.01% | 605 |
|
|
2023
Q4 | $346K | Buy |
+4,182
| New | +$346K | 0.01% | 604 |
|