Dynamic Advisor Solutions’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
7,814
+205
| +3% | +$27.3K | 0.03% | 446 |
|
|
2025
Q1 | $880K | Buy |
7,609
+163
| +2% | +$18.8K | 0.03% | 453 |
|
|
2024
Q4 | $1.1M | Sell |
7,446
-73
| -1% | -$10.8K | 0.05% | 298 |
|
|
2024
Q3 | $982K | Buy |
7,519
+427
| +6% | +$55.8K | 0.03% | 459 |
|
|
2024
Q2 | $746K | Sell |
7,092
-287
| -4% | -$30.2K | 0.02% | 525 |
|
|
2024
Q1 | $742K | Buy |
7,379
+3,647
| +98% | +$367K | 0.03% | 505 |
|
|
2023
Q4 | $303K | Buy |
3,732
+364
| +11% | +$29.6K | 0.01% | 712 |
|
|
2023
Q3 | $207K | Buy |
+3,368
| New | +$207K | 0.01% | 776 |
|
|
2016
Q1 | – | Sell |
-16,326
| Closed | -$255K | – | 205 |
|
|
2015
Q4 | $255K | Buy |
16,326
+1,326
| +9% | +$20.7K | 0.11% | 191 |
|
|
2015
Q3 | $252K | Buy |
+15,000
| New | +$252K | 0.13% | 155 |
|