EWA
EverSource Wealth Advisors’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
100,391
+2,827
| +3% | +$376K | 0.6% | 37 |
|
|
2025
Q1 | $11.3M | Sell |
97,564
-474
| -0.5% | -$54.8K | 0.62% | 34 |
|
|
2024
Q4 | $14.5M | Sell |
98,038
-304
| -0.3% | -$45K | 0.82% | 27 |
|
|
2024
Q3 | $12.8M | Sell |
98,342
-1,089
| -1% | -$142K | 0.81% | 27 |
|
|
2024
Q2 | $12.3M | Buy |
99,431
+1,876
| +2% | +$232K | 0.82% | 28 |
|
|
2024
Q1 | $9.08M | Sell |
97,555
-1,874
| -2% | -$174K | 0.71% | 32 |
|
|
2023
Q4 | $8.24M | Sell |
99,429
-4,102
| -4% | -$340K | 0.75% | 27 |
|
|
2023
Q3 | $6.38M | Buy |
103,531
+1,762
| +2% | +$109K | 0.68% | 37 |
|
|
2023
Q2 | $5.7M | Buy |
101,769
+211
| +0.2% | +$11.8K | 0.63% | 38 |
|
|
2023
Q1 | $5.33M | Buy |
101,558
+990
| +1% | +$52K | 0.66% | 33 |
|
|
2022
Q4 | $4.67M | Buy |
100,568
+100,551
| +591,476% | +$4.67M | 0.71% | 28 |
|
|
2022
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1838 |
|