Gitterman Wealth 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 | $472K | Hold |
3,551
| – | – | 0.11% | 49 |
|
|
2025
Q1 | $411K | Hold |
3,551
| – | – | 0.11% | 50 |
|
|
2024
Q4 | $525K | Hold |
3,551
| – | – | 0.22% | 34 |
|
|
2024
Q3 | $464K | Hold |
3,551
| – | – | 0.19% | 32 |
|
|
2024
Q2 | $374K | Hold |
3,551
| – | – | 0.14% | 43 |
|
|
2024
Q1 | $357K | Hold |
3,551
| – | – | 0.14% | 44 |
|
|
2023
Q4 | $294K | Hold |
3,551
| – | – | 0.13% | 50 |
|
|
2023
Q3 | $219K | Buy |
+3,551
| New | +$219K | 0.1% | 63 |
|
|
2022
Q2 | – | Sell |
-3,551
| Closed | -$208K | – | 88 |
|
|
2022
Q1 | $208K | Buy |
+3,551
| New | +$208K | 0.17% | 87 |
|