DWAM
Duncan Williams Asset Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
12,842
+1,806
| +16% | +$240K | 0.54% | 31 |
|
|
2025
Q1 | $1.28M | Buy |
11,036
+655
| +6% | +$75.7K | 0.46% | 35 |
|
|
2024
Q4 | $1.54M | Sell |
10,381
-2,769
| -21% | -$410K | 0.6% | 29 |
|
|
2024
Q3 | $1.72M | Sell |
13,150
-372
| -3% | -$48.6K | 0.95% | 14 |
|
|
2024
Q2 | $1.42M | Sell |
13,522
-179
| -1% | -$18.8K | 1.2% | 12 |
|
|
2024
Q1 | $1.38M | Buy |
+13,701
| New | +$1.38M | 1.24% | 12 |
|