HB 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 | $10.5M | Buy |
79,111
+3,304
| +4% | +$440K | 0.08% | 126 |
|
|
2025
Q1 | $8.76M | Buy |
75,807
+64,169
| +551% | +$7.42M | 0.07% | 147 |
|
|
2024
Q4 | $1.72M | Buy |
11,638
+2,708
| +30% | +$401K | 0.02% | 310 |
|
|
2024
Q3 | $1.17M | Buy |
8,930
+1,810
| +25% | +$236K | 0.01% | 357 |
|
|
2024
Q2 | $749K | Buy |
7,120
+315
| +5% | +$33.2K | 0.01% | 432 |
|
|
2024
Q1 | $684K | Buy |
6,805
+161
| +2% | +$16.2K | 0.01% | 417 |
|
|
2023
Q4 | $550K | Buy |
6,644
+594
| +10% | +$49.2K | 0.01% | 429 |
|
|
2023
Q3 | $373K | Buy |
6,050
+284
| +5% | +$17.5K | 0.01% | 513 |
|
|
2023
Q2 | $323K | Buy |
5,766
+638
| +12% | +$35.7K | 0.01% | 522 |
|
|
2023
Q1 | $269K | Buy |
5,128
+313
| +7% | +$16.4K | ﹤0.01% | 563 |
|
|
2022
Q4 | $224K | Buy |
+4,815
| New | +$224K | ﹤0.01% | 614 |
|
|
2022
Q2 | – | Sell |
-4,086
| Closed | -$239K | – | 595 |
|
|
2022
Q1 | $239K | Buy |
4,086
+788
| +24% | +$46.1K | ﹤0.01% | 512 |
|
|
2021
Q4 | $246K | Buy |
+3,298
| New | +$246K | ﹤0.01% | 435 |
|