Corient Private Wealth’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 | $20.5M | Sell |
154,235
-7,723
| -5% | -$1.03M | 0.02% | 431 |
|
|
2025
Q1 | $18.7M | Buy |
161,958
+6,714
| +4% | +$776K | 0.03% | 399 |
|
|
2024
Q4 | $23M | Buy |
155,244
+95,319
| +159% | +$14.1M | 0.04% | 367 |
|
|
2024
Q3 | $7.83M | Sell |
59,925
-84,031
| -58% | -$11M | 0.01% | 607 |
|
|
2024
Q2 | $15.2M | Buy |
143,956
+96,459
| +203% | +$10.2M | 0.03% | 437 |
|
|
2024
Q1 | $4.78M | Sell |
47,497
-67,055
| -59% | -$6.74M | 0.01% | 715 |
|
|
2023
Q4 | $9.49M | Buy |
114,552
+20,488
| +22% | +$1.7M | 0.02% | 533 |
|
|
2023
Q3 | $5.8M | Sell |
94,064
-769
| -0.8% | -$47.4K | 0.01% | 606 |
|
|
2023
Q2 | $5.31M | Sell |
94,833
-159,322
| -63% | -$8.92M | 0.01% | 617 |
|
|
2023
Q1 | $13.3M | Buy |
254,155
+185,035
| +268% | +$9.72M | 0.04% | 386 |
|
|
2022
Q4 | $3.21M | Buy |
+69,120
| New | +$3.21M | 0.01% | 591 |
|