Haverford Trust Company’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 | $517K | Buy |
3,884
+1,010
| +35% | +$134K | ﹤0.01% | 291 |
|
|
2025
Q1 | $332K | Hold |
2,874
| – | – | ﹤0.01% | 334 |
|
|
2024
Q4 | $425K | Hold |
2,874
| – | – | ﹤0.01% | 310 |
|
|
2024
Q3 | $375K | Buy |
2,874
+473
| +20% | +$61.8K | ﹤0.01% | 342 |
|
|
2024
Q2 | $253K | Buy |
2,401
+68
| +3% | +$7.16K | ﹤0.01% | 373 |
|
|
2024
Q1 | $235K | Buy |
+2,333
| New | +$235K | ﹤0.01% | 358 |
|