Icon Wealth Advisors’s KKR & Co KKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,333	Closed	-$197K	–	512
2024 Q4	$197K	Buy	1,333 +93	+8%	+$13.8K	0.02%	367
2024 Q3	$162K	Buy	1,240 +306	+33%	+$39.9K	0.01%	395
2024 Q2	$115K	Buy	+934	New	+$115K	0.01%	411