Integrated Wealth Concepts’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 | $414K | Buy |
3,109
+150
| +5% | +$20K | ﹤0.01% | 1378 |
|
|
2025
Q1 | $342K | Sell |
2,959
-341
| -10% | -$39.4K | ﹤0.01% | 1331 |
|
|
2024
Q4 | $488K | Buy |
3,300
+707
| +27% | +$105K | 0.01% | 1129 |
|
|
2024
Q3 | $339K | Sell |
2,593
-339
| -12% | -$44.3K | ﹤0.01% | 1262 |
|
|
2024
Q2 | $309K | Buy |
2,932
+392
| +15% | +$41.3K | ﹤0.01% | 1301 |
|
|
2024
Q1 | $255K | Buy |
+2,540
| New | +$255K | ﹤0.01% | 1406 |
|
|
2023
Q4 | – | Sell |
-5,853
| Closed | -$361K | – | 1637 |
|
|
2023
Q3 | $361K | Buy |
5,853
+21
| +0.4% | +$1.29K | 0.01% | 1139 |
|
|
2023
Q2 | $327K | Buy |
5,832
+36
| +0.6% | +$2.02K | 0.01% | 1188 |
|
|
2023
Q1 | $304K | Buy |
+5,796
| New | +$304K | 0.01% | 1052 |
|