JPWM
Jamison Private Wealth Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.62M | Sell |
34,731
-113
| -0.3% | -$15K | 0.66% | 48 |
|
|
2025
Q1 | $4.03M | Buy |
34,844
+328
| +1% | +$37.9K | 0.61% | 47 |
|
|
2024
Q4 | $5.11M | Sell |
34,516
-40
| -0.1% | -$5.92K | 0.75% | 44 |
|
|
2024
Q3 | $4.51M | Sell |
34,556
-40
| -0.1% | -$5.22K | 0.69% | 48 |
|
|
2024
Q2 | $3.64M | Buy |
+34,596
| New | +$3.64M | 0.61% | 51 |
|