Baldwin Investment 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
Q1 | – | Sell |
-1,500
| Closed | -$222K | – | 205 |
|
|
2024
Q4 | $222K | Sell |
1,500
-3,000
| -67% | -$444K | 0.03% | 194 |
|
|
2024
Q3 | $588K | Hold |
4,500
| – | – | 0.07% | 144 |
|
|
2024
Q2 | $474K | Hold |
4,500
| – | – | 0.06% | 151 |
|
|
2024
Q1 | $453K | Hold |
4,500
| – | – | 0.06% | 159 |
|
|
2023
Q4 | $373K | Buy |
+4,500
| New | +$373K | 0.06% | 155 |
|
|
2022
Q2 | – | Sell |
-3,800
| Closed | -$222 | – | 223 |
|
|
2022
Q1 | $222 | Hold |
3,800
| – | – | 0.03% | 234 |
|
|
2021
Q4 | $283 | Sell |
3,800
-100
| -3% | -$7 | 0.04% | 209 |
|
|
2021
Q3 | $237K | Hold |
3,900
| – | – | 0.04% | 222 |
|
|
2021
Q2 | $231K | Sell |
3,900
-667
| -15% | -$39.5K | 0.04% | 228 |
|
|
2021
Q1 | $223K | Sell |
4,567
-600
| -12% | -$29.3K | 0.04% | 229 |
|
|
2020
Q4 | $209K | Buy |
+5,167
| New | +$209K | 0.04% | 227 |
|