Douglass Winthrop Advisors’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 | $233K | Sell |
1,750
-250
| -13% | -$33.3K | ﹤0.01% | 264 |
|
|
2025
Q1 | $231K | Hold |
2,000
| – | – | ﹤0.01% | 264 |
|
|
2024
Q4 | $296K | Hold |
2,000
| – | – | 0.01% | 251 |
|
|
2024
Q3 | $261K | Hold |
2,000
| – | – | 0.01% | 262 |
|
|
2024
Q2 | $210K | Hold |
2,000
| – | – | ﹤0.01% | 272 |
|
|
2024
Q1 | $201K | Buy |
+2,000
| New | +$201K | ﹤0.01% | 278 |
|
|
2017
Q2 | – | Sell |
-11,150
| Closed | -$203K | – | 249 |
|
|
2017
Q1 | $203K | Hold |
11,150
| – | – | 0.01% | 237 |
|
|
2016
Q4 | $172K | Buy |
+11,150
| New | +$172K | 0.01% | 236 |
|
|
2015
Q4 | – | Sell |
-24,500
| Closed | -$411K | – | 241 |
|
|
2015
Q3 | $411K | Sell |
24,500
-13,550
| -36% | -$227K | 0.03% | 174 |
|
|
2015
Q2 | $868K | Hold |
38,050
| – | – | 0.07% | 136 |
|
|
2015
Q1 | $868K | Buy |
+38,050
| New | +$868K | 0.07% | 136 |
|