Bison Wealth’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $218K | Buy |
+1,471
| New | +$218K | 0.05% | 290 |
|
|
2024
Q3 | – | Sell |
-3,520
| Closed | -$354K | – | 443 |
|
|
2024
Q2 | $354K | Hold |
3,520
| – | – | 0.06% | 296 |
|
|
2024
Q1 | $354K | Sell |
3,520
-148
| -4% | -$14.9K | 0.06% | 296 |
|
|
2023
Q4 | $304K | Sell |
3,668
-66
| -2% | -$5.47K | 0.05% | 314 |
|
|
2023
Q3 | $230K | Sell |
3,734
-36
| -1% | -$2.22K | 0.04% | 347 |
|
|
2023
Q2 | $211K | Buy |
+3,770
| New | +$211K | 0.04% | 347 |
|