Carmel Capital Partners’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 | $264K | Buy |
1,983
+216
| +12% | +$28.7K | 0.09% | 123 |
|
2025
Q1 | $204K | Hold |
1,767
| – | – | 0.08% | 144 |
|
2024
Q4 | $261K | Sell |
1,767
-52
| -3% | -$7.69K | 0.11% | 126 |
|
2024
Q3 | $238K | Buy |
+1,819
| New | +$238K | 0.09% | 148 |
|
2023
Q4 | – | Sell |
-2,436
| Closed | -$150K | – | 438 |
|
2023
Q3 | $150K | Buy |
2,436
+512
| +27% | +$31.5K | 0.07% | 168 |
|
2023
Q2 | $108K | Hold |
1,924
| – | – | 0.06% | 163 |
|
2023
Q1 | $101K | Buy |
+1,924
| New | +$101K | 0.06% | 186 |
|