Fountainhead AM’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 | $589K | Sell |
4,426
-87
| -2% | -$11.6K | 0.09% | 95 |
|
|
2025
Q1 | $522K | Buy |
4,513
+226
| +5% | +$26.1K | 0.08% | 85 |
|
|
2024
Q4 | $634K | Sell |
4,287
-338
| -7% | -$50K | 0.12% | 69 |
|
|
2024
Q3 | $604K | Sell |
4,625
-419
| -8% | -$54.7K | 0.13% | 61 |
|
|
2024
Q2 | $531K | Hold |
5,044
| – | – | 0.13% | 64 |
|
|
2024
Q1 | $507K | Sell |
5,044
-1,191
| -19% | -$120K | 0.12% | 64 |
|
|
2023
Q4 | $517K | Sell |
6,235
-1,494
| -19% | -$124K | 0.14% | 58 |
|
|
2023
Q3 | $476K | Sell |
7,729
-1,208
| -14% | -$74.4K | 0.17% | 49 |
|
|
2023
Q2 | $500K | Sell |
8,937
-1,907
| -18% | -$107K | 0.18% | 44 |
|
|
2023
Q1 | $570K | Sell |
10,844
-500
| -4% | -$26.3K | 0.22% | 40 |
|
|
2022
Q4 | $527K | Hold |
11,344
| – | – | 0.24% | 39 |
|
|
2022
Q3 | $488K | Buy |
11,344
+1,346
| +13% | +$57.9K | 0.25% | 36 |
|
|
2022
Q2 | $463K | Sell |
9,998
-539
| -5% | -$25K | 0.25% | 34 |
|
|
2022
Q1 | $616K | Sell |
10,537
-1,434
| -12% | -$83.8K | 0.27% | 30 |
|
|
2021
Q4 | $892K | Hold |
11,971
| – | – | 0.39% | 27 |
|
|
2021
Q3 | $729K | Buy |
11,971
+227
| +2% | +$13.8K | 0.35% | 27 |
|
|
2021
Q2 | $574K | Hold |
11,744
| – | – | 0.31% | 31 |
|
|
2021
Q1 | $574K | Buy |
+11,744
| New | +$574K | 0.31% | 31 |
|