EWM
Evercore Wealth Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Hold |
2,602
| – | – | 0.01% | 327 |
|
|
2025
Q1 | $301K | Sell |
2,602
-15
| -0.6% | -$1.73K | ﹤0.01% | 334 |
|
|
2024
Q4 | $387K | Buy |
2,617
+2
| +0.1% | +$296 | 0.01% | 308 |
|
|
2024
Q3 | $341K | Sell |
2,615
-90
| -3% | -$11.8K | 0.01% | 322 |
|
|
2024
Q2 | $285K | Sell |
2,705
-55
| -2% | -$5.79K | ﹤0.01% | 343 |
|
|
2024
Q1 | $278K | Sell |
2,760
-295
| -10% | -$29.7K | ﹤0.01% | 355 |
|
|
2023
Q4 | $253K | Buy |
+3,055
| New | +$253K | ﹤0.01% | 376 |
|
|
2022
Q1 | – | Sell |
-2,681
| Closed | -$200K | – | 440 |
|
|
2021
Q4 | $200K | Buy |
+2,681
| New | +$200K | ﹤0.01% | 413 |
|
|
2021
Q3 | – | Sell |
-4,181
| Closed | -$247K | – | 423 |
|
|
2021
Q2 | $247K | Hold |
4,181
| – | – | ﹤0.01% | 395 |
|
|
2021
Q1 | $205K | Buy |
+4,181
| New | +$205K | ﹤0.01% | 418 |
|
|
2018
Q1 | – | Sell |
-1,020
| Closed | -$21K | – | 588 |
|
|
2017
Q4 | $21K | Hold |
1,020
| – | – | ﹤0.01% | 721 |
|
|
2017
Q3 | $21K | Hold |
1,020
| – | – | ﹤0.01% | 707 |
|
|
2017
Q2 | $19K | Hold |
1,020
| – | – | ﹤0.01% | 726 |
|
|
2017
Q1 | $19K | Hold |
1,020
| – | – | ﹤0.01% | 757 |
|
|
2016
Q4 | $16K | Hold |
1,020
| – | – | ﹤0.01% | 777 |
|
|
2016
Q3 | $15K | Hold |
1,020
| – | – | ﹤0.01% | 820 |
|
|
2016
Q2 | $13K | Hold |
1,020
| – | – | ﹤0.01% | 822 |
|
|
2016
Q1 | $15K | Sell |
1,020
-2,550
| -71% | -$37.5K | ﹤0.01% | 765 |
|
|
2015
Q4 | $56K | Hold |
3,570
| – | – | ﹤0.01% | 572 |
|
|
2015
Q3 | $60K | Hold |
3,570
| – | – | ﹤0.01% | 557 |
|
|
2015
Q2 | $81K | Hold |
3,570
| – | – | ﹤0.01% | 555 |
|
|
2015
Q1 | $81K | Hold |
3,570
| – | – | ﹤0.01% | 561 |
|
|
2014
Q4 | $83K | Buy |
+3,570
| New | +$83K | ﹤0.01% | 483 |
|