Elevation 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 | $149K | Hold |
1,119
| – | – | 0.06% | 135 |
|
|
2025
Q1 | $129K | Buy |
1,119
+1
| +0.1% | +$116 | 0.06% | 139 |
|
|
2024
Q4 | $165K | Buy |
1,118
+93
| +9% | +$13.8K | 0.07% | 125 |
|
|
2024
Q3 | $134K | Hold |
1,025
| – | – | 0.06% | 139 |
|
|
2024
Q2 | $108K | Hold |
1,025
| – | – | 0.05% | 150 |
|
|
2024
Q1 | $103K | Sell |
1,025
-500
| -33% | -$50.3K | 0.05% | 159 |
|
|
2023
Q4 | $93.9K | Buy |
+1,525
| New | +$93.9K | 0.06% | 157 |
|