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Integris Wealth Management’s KKR & Co KKR Stock Holding History

Integris Wealth Management’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$264K Buy
1,985
+2
+0.1% +$266 0.07% 94
2025
Q1 		$229K Sell
1,983
-146
-7% -$16.9K 0.07% 96
2024
Q4 		$315K Buy
2,129
+284
+15% +$42K 0.09% 81
2024
Q3 		$241K Buy
+1,845
New +$241K 0.07% 93