Daymark Wealth 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 | $2.4M | Buy |
18,017
+3,432
| +24% | +$457K | 0.09% | 167 |
|
|
2025
Q1 | $1.69M | Buy |
14,585
+2,361
| +19% | +$273K | 0.07% | 187 |
|
|
2024
Q4 | $1.81M | Sell |
12,224
-102
| -0.8% | -$15.1K | 0.08% | 173 |
|
|
2024
Q3 | $1.61M | Buy |
12,326
+4,529
| +58% | +$591K | 0.07% | 185 |
|
|
2024
Q2 | $821K | Buy |
+7,797
| New | +$821K | 0.04% | 264 |
|