Cumberland Partners’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 | $374K | Sell |
2,815
-60
| -2% | -$7.98K | 0.03% | 157 |
|
|
2025
Q1 | $332K | Buy |
+2,875
| New | +$332K | 0.03% | 157 |
|
|
2022
Q3 | – | Sell |
-17,000
| Closed | -$787K | – | 161 |
|
|
2022
Q2 | $787K | Buy |
17,000
+13,500
| +386% | +$625K | 0.08% | 121 |
|
|
2022
Q1 | $204K | Buy |
+3,500
| New | +$204K | 0.02% | 167 |
|
|
2021
Q3 | – | Sell |
-500
| Closed | -$30K | – | 197 |
|
|
2021
Q2 | $30K | Buy |
+500
| New | +$30K | ﹤0.01% | 178 |
|