Crestwood Advisors 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 | $614K | Buy |
4,613
+20
| +0.4% | +$2.66K | 0.01% | 319 |
|
|
2025
Q1 | $531K | Buy |
4,593
+21
| +0.5% | +$2.43K | 0.01% | 332 |
|
|
2024
Q4 | $676K | Sell |
4,572
-115
| -2% | -$17K | 0.01% | 270 |
|
|
2024
Q3 | $612K | Buy |
4,687
+29
| +0.6% | +$3.79K | 0.01% | 270 |
|
|
2024
Q2 | $490K | Buy |
4,658
+94
| +2% | +$9.89K | 0.01% | 281 |
|
|
2024
Q1 | $459K | Buy |
4,564
+1,858
| +69% | +$187K | 0.01% | 288 |
|
|
2023
Q4 | $224K | Buy |
+2,706
| New | +$224K | 0.01% | 373 |
|
|
2017
Q2 | – | Sell |
-2,000
| Closed | -$37K | – | 308 |
|
|
2017
Q1 | $37K | Buy |
+2,000
| New | +$37K | ﹤0.01% | 294 |
|