Bellevue Asset 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
$6.39K Buy
48
+3
+7% +$399 ﹤0.01% 315
2025
Q1
$5.2K Sell
45
-4
-8% -$462 ﹤0.01% 323
2024
Q4
$7.25K Sell
49
-4
-8% -$592 ﹤0.01% 304
2024
Q3
$6.92K Sell
53
-7
-12% -$914 ﹤0.01% 289
2024
Q2
$6.31K Sell
60
-2
-3% -$210 ﹤0.01% 298
2024
Q1
$6.24K Sell
62
-5
-7% -$503 ﹤0.01% 289
2023
Q4
$5.55K Buy
67
+1
+2% +$83 ﹤0.01% 293
2023
Q3
$4.07K Hold
66
﹤0.01% 307
2023
Q2
$3.7K Sell
66
-11
-14% -$616 ﹤0.01% 338
2023
Q1
$4.04K Buy
77
+1
+1% +$53 ﹤0.01% 331
2022
Q4
$3.49K Hold
76
﹤0.01% 337
2022
Q3
$3K Buy
76
+2
+3% +$79 ﹤0.01% 354
2022
Q2
$3K Buy
74
+3
+4% +$122 ﹤0.01% 359
2022
Q1
$4K Sell
71
-3
-4% -$169 ﹤0.01% 370
2021
Q4
$6K Sell
74
-3
-4% -$243 ﹤0.01% 350
2021
Q3
$5K Sell
77
-3
-4% -$195 ﹤0.01% 383
2021
Q2
$5K Sell
80
-750
-90% -$46.9K ﹤0.01% 381
2021
Q1
$41K Sell
830
-8
-1% -$395 0.03% 201
2020
Q4
$33K Sell
838
-7
-0.8% -$276 0.02% 219
2020
Q3
$29K Hold
845
0.02% 219
2020
Q2
$26K Hold
845
0.03% 230
2020
Q1
$21K Buy
845
+5
+0.6% +$124 0.02% 267
2019
Q4
$25K Buy
+840
New +$25K 0.02% 234