BWM
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Bernard Wealth Management’s KKR & Co KKR Stock Holding History

Bernard Wealth Management’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.66K Buy
50
+25
+100% +$3.33K ﹤0.01% 227
2025
Q1 		$2.89K Hold
25
– – ﹤0.01% 281
2024
Q4 		$3.7K Buy
+25
New +$3.7K ﹤0.01% 250