Bartlett & Co 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 | $545K | Sell |
4,100
-3
| -0.1% | -$399 | 0.01% | 320 |
|
|
2025
Q1 | $474K | Sell |
4,103
-97
| -2% | -$11.2K | 0.01% | 339 |
|
|
2024
Q4 | $621K | Sell |
4,200
-800
| -16% | -$118K | 0.01% | 299 |
|
|
2024
Q3 | $653K | Sell |
5,000
-400
| -7% | -$52.2K | 0.01% | 301 |
|
|
2024
Q2 | $568K | Hold |
5,400
| – | – | 0.01% | 307 |
|
|
2024
Q1 | $543K | Sell |
5,400
-600
| -10% | -$60.3K | 0.01% | 317 |
|
|
2023
Q4 | $501K | Sell |
6,000
-300
| -5% | -$25.1K | 0.01% | 351 |
|
|
2023
Q3 | $388K | Sell |
6,300
-700
| -10% | -$43.1K | 0.01% | 366 |
|
|
2023
Q2 | $392K | Buy |
+7,000
| New | +$392K | 0.01% | 373 |
|