GeoWealth Management’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 | $230K | Sell |
1,726
-54
| -3% | -$7.18K | 0.01% | 621 |
|
|
2025
Q1 | $206K | Sell |
1,780
-321
| -15% | -$37.1K | 0.01% | 653 |
|
|
2024
Q4 | $311K | Buy |
2,101
+51
| +2% | +$7.54K | 0.01% | 612 |
|
|
2024
Q3 | $268K | Buy |
2,050
+342
| +20% | +$44.7K | 0.01% | 633 |
|
|
2024
Q2 | $180K | Buy |
1,708
+94
| +6% | +$9.89K | 0.01% | 710 |
|
|
2024
Q1 | $162K | Buy |
1,614
+1,597
| +9,394% | +$161K | 0.01% | 723 |
|
|
2023
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 674 |
|