Exencial 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
Sell
-2,986
Closed -$345K 507
2025
Q1
$345K Buy
2,986
+29
+1% +$3.35K 0.01% 409
2024
Q4
$437K Buy
+2,957
New +$437K 0.02% 377