Dynasty Wealth Management’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,599
Closed -$236K 259
2024
Q4
$236K Buy
1,599
+10
+0.6% +$1.48K ﹤0.01% 239
2024
Q3
$208K Buy
+1,589
New +$208K 0.01% 223