Congress Wealth 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	$842K	Buy	6,327 +1,640	+35%	+$218K	0.01%	757
2025 Q1	$548K	Buy	4,687 +2,251	+92%	+$263K	0.01%	789
2024 Q4	$360K	Buy	+2,436	New	+$360K	0.01%	722