Guardian Investment 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 | $1.63M | Sell |
12,225
-150
| -1% | -$20K | 1.64% | 17 |
|
|
2025
Q1 | $1.36M | Sell |
12,375
-50
| -0.4% | -$5.48K | 1.14% | 21 |
|
|
2024
Q4 | $1.84M | Sell |
12,425
-100
| -0.8% | -$14.8K | 1.31% | 18 |
|
|
2024
Q3 | $1.64M | Sell |
12,525
-900
| -7% | -$118K | 1.41% | 22 |
|
|
2024
Q2 | $1.41M | Sell |
13,425
-75
| -0.6% | -$7.89K | 1.01% | 32 |
|
|
2024
Q1 | $1.36M | Hold |
13,500
| – | – | 1.09% | 31 |
|
|
2023
Q4 | $1.12M | Hold |
13,500
| – | – | 0.94% | 32 |
|
|
2023
Q3 | $832K | Hold |
13,500
| – | – | 0.76% | 36 |
|
|
2023
Q2 | $756K | Sell |
13,500
-250
| -2% | -$14K | 0.64% | 43 |
|
|
2023
Q1 | $672K | Buy |
13,750
+250
| +2% | +$12.2K | 0.5% | 49 |
|
|
2022
Q4 | $627K | Sell |
13,500
-250
| -2% | -$11.6K | 0.59% | 43 |
|
|
2022
Q3 | $591K | Hold |
13,750
| – | – | 0.6% | 42 |
|
|
2022
Q2 | $636K | Hold |
13,750
| – | – | 0.55% | 47 |
|
|
2022
Q1 | $803K | Hold |
13,750
| – | – | 0.62% | 45 |
|
|
2021
Q4 | $1.02M | Hold |
13,750
| – | – | 0.71% | 39 |
|
|
2021
Q3 | $837K | Hold |
13,750
| – | – | 0.62% | 44 |
|
|
2021
Q2 | $815K | Hold |
13,750
| – | – | 0.56% | 46 |
|
|
2021
Q1 | $672K | Hold |
13,750
| – | – | 0.48% | 48 |
|
|
2020
Q4 | $556K | Hold |
13,750
| – | – | 0.42% | 50 |
|
|
2020
Q3 | $472K | Sell |
13,750
-500
| -4% | -$17.2K | 0.41% | 48 |
|
|
2020
Q2 | $440K | Sell |
14,250
-3,249
| -19% | -$100K | 0.4% | 47 |
|
|
2020
Q1 | $411K | Buy |
+17,499
| New | +$411K | 0.42% | 46 |
|
|
2018
Q2 | – | Sell |
-18,249
| Closed | -$370K | – | 54 |
|
|
2018
Q1 | $370K | Hold |
18,249
| – | – | 0.39% | 49 |
|
|
2017
Q4 | $384K | Sell |
18,249
-1,500
| -8% | -$31.6K | 0.41% | 49 |
|
|
2017
Q3 | $401K | Buy |
19,749
+1,249
| +7% | +$25.4K | 0.44% | 48 |
|
|
2017
Q2 | $344K | Hold |
18,500
| – | – | 0.38% | 53 |
|
|
2017
Q1 | $337K | Buy |
+18,500
| New | +$337K | 0.37% | 51 |
|