Badgley Phelps Wealth Managers’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 | $21.4M | Sell |
160,818
-6,887
| -4% | -$916K | 0.47% | 56 |
|
|
2025
Q1 | $19.4M | Buy |
167,705
+833
| +0.5% | +$96.3K | 0.47% | 62 |
|
|
2024
Q4 | $24.7M | Buy |
166,872
+2,605
| +2% | +$385K | 0.58% | 47 |
|
|
2024
Q3 | $21.4M | Buy |
164,267
+2,778
| +2% | +$363K | 0.5% | 59 |
|
|
2024
Q2 | $17M | Buy |
161,489
+2,722
| +2% | +$286K | 0.42% | 70 |
|
|
2024
Q1 | $16M | Buy |
158,767
+24,669
| +18% | +$2.48M | 0.4% | 80 |
|
|
2023
Q4 | $11.1M | Buy |
134,098
+101,128
| +307% | +$8.38M | 0.3% | 89 |
|
|
2023
Q3 | $2.03M | Buy |
32,970
+1,730
| +6% | +$107K | 0.07% | 124 |
|
|
2023
Q2 | $1.75M | Buy |
+31,240
| New | +$1.75M | 0.06% | 131 |
|