GM Advisory Group’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
$1.27M Hold
9,561
0.06% 129
2025
Q1
$1.11M Hold
9,561
0.06% 123
2024
Q4
$1.41M Hold
9,561
0.08% 98
2024
Q3
$1.25M Buy
+9,561
New +$1.25M 0.07% 100
2020
Q4
Sell
-11,700
Closed -$402K 188
2020
Q3
$402K Buy
11,700
+5,200
+80% +$179K 0.06% 109
2020
Q2
$201K Buy
+6,500
New +$201K 0.04% 163