Fortis 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 | $266K | Hold |
2,000
| – | – | 0.17% | 96 |
|
|
2025
Q1 | $231K | Hold |
2,000
| – | – | 0.15% | 101 |
|
|
2024
Q4 | $296K | Hold |
2,000
| – | – | 0.19% | 87 |
|
|
2024
Q3 | $261K | Hold |
2,000
| – | – | 0.17% | 94 |
|
|
2024
Q2 | $210K | Sell |
2,000
-500
| -20% | -$52.6K | 0.15% | 93 |
|
|
2024
Q1 | $251K | Hold |
2,500
| – | – | 0.17% | 89 |
|
|
2023
Q4 | $207K | Buy |
+2,500
| New | +$207K | 0.15% | 85 |
|
|
2023
Q2 | – | Sell |
-3,000
| Closed | -$158K | – | 175 |
|
|
2023
Q1 | $158K | Hold |
3,000
| – | – | 0.1% | 95 |
|
|
2022
Q4 | $139K | Hold |
3,000
| – | – | 0.11% | 96 |
|
|
2022
Q3 | $129K | Hold |
3,000
| – | – | 0.09% | 107 |
|
|
2022
Q2 | $139K | Hold |
3,000
| – | – | 0.09% | 108 |
|
|
2022
Q1 | $175K | Hold |
3,000
| – | – | 0.1% | 109 |
|
|
2021
Q4 | $224K | Hold |
3,000
| – | – | 0.13% | 96 |
|
|
2021
Q3 | $183K | Hold |
3,000
| – | – | 0.11% | 95 |
|
|
2021
Q2 | $178K | Hold |
3,000
| – | – | 0.1% | 101 |
|
|
2021
Q1 | $147K | Hold |
3,000
| – | – | 0.1% | 86 |
|
|
2020
Q4 | $121K | Hold |
3,000
| – | – | 0.11% | 73 |
|
|
2020
Q3 | $103K | Hold |
3,000
| – | – | 0.1% | 75 |
|
|
2020
Q2 | $93K | Hold |
3,000
| – | – | 0.09% | 85 |
|
|
2020
Q1 | $70K | Buy |
3,000
+1,000
| +50% | +$23.3K | 0.05% | 165 |
|
|
2019
Q4 | $58K | Hold |
2,000
| – | – | 0.04% | 204 |
|
|
2019
Q3 | $54K | Hold |
2,000
| – | – | 0.03% | 205 |
|
|
2019
Q2 | $51K | Hold |
2,000
| – | – | 0.02% | 230 |
|
|
2019
Q1 | $47K | Hold |
2,000
| – | – | 0.02% | 223 |
|
|
2018
Q4 | $39K | Buy |
+2,000
| New | +$39K | 0.02% | 231 |
|