HB 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
Q3
$10.1M Sell
2025
Q2
$10.5M Buy
2025
Q1
$8.76M Buy
2024
Q4
$1.72M Buy
2024
Q3
$1.17M Buy
2024
Q2
$749K Buy
2024
Q1
$684K Buy
2023
Q4
$550K Buy
2023
Q3
$373K Buy
2023
Q2
$323K Buy
2023
Q1
$269K Buy
2022
Q4
$224K Buy
2022
Q2
Sell
2022
Q1
$239K Buy
2021
Q4
$246K Buy