Clearwater Capital Advisors’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 | $617K | Hold |
4,637
| – | – | 0.06% | 96 |
|
|
2025
Q1 | $536K | Buy |
4,637
+1,242
| +37% | +$144K | 0.05% | 105 |
|
|
2024
Q4 | $502K | Sell |
3,395
-200
| -6% | -$29.6K | 0.05% | 108 |
|
|
2024
Q3 | $469K | Hold |
3,595
| – | – | 0.05% | 113 |
|
|
2024
Q2 | $378K | Sell |
3,595
-264
| -7% | -$27.8K | 0.04% | 115 |
|
|
2024
Q1 | $388K | Sell |
3,859
-557
| -13% | -$56K | 0.04% | 114 |
|
|
2023
Q4 | $366K | Sell |
4,416
-429
| -9% | -$35.5K | 0.04% | 110 |
|
|
2023
Q3 | $298K | Hold |
4,845
| – | – | 0.04% | 111 |
|
|
2023
Q2 | $271K | Sell |
4,845
-500
| -9% | -$28K | 0.03% | 122 |
|
|
2023
Q1 | $281K | Sell |
5,345
-945
| -15% | -$49.6K | 0.03% | 118 |
|
|
2022
Q4 | $292K | Hold |
6,290
| – | – | 0.04% | 123 |
|
|
2022
Q3 | $270K | Buy |
+6,290
| New | +$270K | 0.04% | 128 |
|
|
2022
Q2 | – | Sell |
-6,290
| Closed | -$368K | – | 163 |
|
|
2022
Q1 | $368K | Buy |
6,290
+1,010
| +19% | +$59.1K | 0.04% | 120 |
|
|
2021
Q4 | $393K | Hold |
5,280
| – | – | 0.04% | 118 |
|
|
2021
Q3 | $321K | Sell |
5,280
-1,510
| -22% | -$91.8K | 0.04% | 125 |
|
|
2021
Q2 | $402K | Sell |
6,790
-410
| -6% | -$24.3K | 0.05% | 114 |
|
|
2021
Q1 | $352K | Buy |
+7,200
| New | +$352K | 0.04% | 122 |
|
|
2018
Q2 | – | Sell |
-8,325
| Closed | -$169K | – | 386 |
|
|
2018
Q1 | $169K | Buy |
+8,325
| New | +$169K | 0.03% | 188 |
|