EP Wealth Advisors’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 | $13.8M | Buy |
103,973
+97,580
| +1,526% | +$13M | 0.09% | 156 |
|
|
2025
Q1 | $739K | Sell |
6,393
-16
| -0.2% | -$1.85K | 0.01% | 574 |
|
|
2024
Q4 | $948K | Buy |
6,409
+1,614
| +34% | +$239K | 0.01% | 516 |
|
|
2024
Q3 | $626K | Buy |
4,795
+504
| +12% | +$65.8K | 0.01% | 623 |
|
|
2024
Q2 | $452K | Buy |
4,291
+129
| +3% | +$13.6K | ﹤0.01% | 559 |
|
|
2024
Q1 | $419K | Sell |
4,162
-1,460
| -26% | -$147K | ﹤0.01% | 554 |
|
|
2023
Q4 | $466K | Buy |
5,622
+1,512
| +37% | +$125K | 0.01% | 503 |
|
|
2023
Q3 | $253K | Sell |
4,110
-21,345
| -84% | -$1.32M | ﹤0.01% | 596 |
|
|
2023
Q2 | $230K | Sell |
25,455
-12,329
| -33% | -$111K | ﹤0.01% | 623 |
|
|
2023
Q1 | $1.46M | Buy |
+37,784
| New | +$1.46M | 0.03% | 257 |
|
|
2022
Q2 | – | Sell |
-3,723
| Closed | -$218K | – | 668 |
|
|
2022
Q1 | $218K | Buy |
3,723
+183
| +5% | +$10.7K | ﹤0.01% | 555 |
|
|
2021
Q4 | $264K | Sell |
3,540
-23
| -0.6% | -$1.72K | 0.01% | 482 |
|
|
2021
Q3 | $217K | Sell |
3,563
-2,200
| -38% | -$134K | 0.01% | 499 |
|
|
2021
Q2 | $341K | Buy |
5,763
+441
| +8% | +$26.1K | 0.01% | 417 |
|
|
2021
Q1 | $260K | Hold |
5,322
| – | – | 0.01% | 428 |
|
|
2020
Q4 | $215K | Buy |
+5,322
| New | +$215K | 0.01% | 396 |
|