Cornerstone Planning Group’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
$132K Buy
928
+29
+3% +$4.14K 0.03% 115
2025
Q1
$96K Buy
899
+37
+4% +$3.95K 0.02% 145
2024
Q4
$139K Buy
862
+7
+0.8% +$1.13K 0.03% 92
2024
Q3
$119K Buy
855
+8
+0.9% +$1.12K 0.03% 103
2024
Q2
$90K Buy
847
+834
+6,415% +$88.6K 0.03% 140
2024
Q1
$1.24K Buy
+13
New +$1.24K ﹤0.01% 740
2023
Q4
Sell
-7
Closed -$431 993
2023
Q3
$431 Buy
+7
New +$431 ﹤0.01% 913