EP Wealth Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
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|
2025
Q1 | $739K | Sell |
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|
2024
Q4 | $948K | Buy |
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|
2024
Q3 | $626K | Buy |
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|
2024
Q2 | $452K | Buy |
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|
2024
Q1 | $419K | Sell |
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|
2023
Q4 | $466K | Buy |
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|
2023
Q3 | $253K | Sell |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $1.46M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $218K | Buy |
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|
2021
Q4 | $264K | Sell |
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|
2021
Q3 | $217K | Sell |
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|
2021
Q2 | $341K | Buy |
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|
2021
Q1 | $260K | Hold |
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|
2020
Q4 | $215K | Buy |
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