Foundations Investment 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 | $317K | Buy |
2,380
+84
| +4% | +$11.2K | 0.01% | 720 |
|
|
2025
Q1 | $265K | Buy |
2,296
+142
| +7% | +$16.4K | ﹤0.01% | 751 |
|
|
2024
Q4 | $319K | Buy |
2,154
+41
| +2% | +$6.06K | 0.01% | 645 |
|
|
2024
Q3 | $276K | Sell |
2,113
-48
| -2% | -$6.27K | 0.01% | 660 |
|
|
2024
Q2 | $227K | Buy |
2,161
+41
| +2% | +$4.32K | 0.01% | 689 |
|
|
2024
Q1 | $213K | Buy |
+2,120
| New | +$213K | 0.01% | 668 |
|