Gitterman Wealth Management’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$472K Hold
2025
Q1
$411K Hold
2024
Q4
$525K Hold
2024
Q3
$464K Hold
2024
Q2
$374K Hold
2024
Q1
$357K Hold
2023
Q4
$294K Hold
2023
Q3
$219K Buy
2022
Q2
Sell
2022
Q1
$208K Buy