JJBC
James J. Burns & Company’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
7,800
-727
| -9% | -$96.7K | 0.17% | 62 |
|
|
2025
Q1 | $986K | Buy |
8,527
+117
| +1% | +$13.5K | 0.18% | 62 |
|
|
2024
Q4 | $1.24M | Sell |
8,410
-1,623
| -16% | -$240K | 0.22% | 58 |
|
|
2024
Q3 | $1.31M | Sell |
10,033
-2,000
| -17% | -$261K | 0.24% | 53 |
|
|
2024
Q2 | $1.27M | Buy |
+12,033
| New | +$1.27M | 0.25% | 54 |
|
|
2024
Q1 | – | Sell |
-12,033
| Closed | -$997K | – | 103 |
|
|
2023
Q4 | $997K | Hold |
12,033
| – | – | 0.24% | 53 |
|
|
2023
Q3 | $741K | Buy |
12,033
+20
| +0.2% | +$1.23K | 0.2% | 57 |
|
|
2023
Q2 | $673K | Hold |
12,013
| – | – | 0.17% | 62 |
|
|
2023
Q1 | $631K | Buy |
+12,013
| New | +$631K | 0.16% | 69 |
|