FSA
Fort Sheridan Advisors’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Sell |
3,929
-99
| -2% | -$13.2K | 0.07% | 153 |
|
|
2025
Q1 | $466K | Hold |
4,028
| – | – | 0.07% | 161 |
|
|
2024
Q4 | $596K | Buy |
4,028
+561
| +16% | +$83K | 0.09% | 139 |
|
|
2024
Q3 | $453K | Sell |
3,467
-562
| -14% | -$73.4K | 0.07% | 161 |
|
|
2024
Q2 | $424K | Sell |
4,029
-153
| -4% | -$16.1K | 0.07% | 163 |
|
|
2024
Q1 | $421K | Buy |
4,182
+1
| +0% | +$101 | 0.08% | 147 |
|
|
2023
Q4 | $346K | Buy |
4,181
+103
| +3% | +$8.53K | 0.07% | 150 |
|
|
2023
Q3 | $251K | Buy |
4,078
+103
| +3% | +$6.35K | 0.06% | 158 |
|
|
2023
Q2 | $223K | Buy |
+3,975
| New | +$223K | 0.05% | 178 |
|