Jamison Private Wealth Management’s KKR & Co KKR Stock Holding History

Jamison Private Wealth Management’s Portfolio KKR Stock Details KKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.66M	Buy
2025 Q2	$4.62M	Sell
2025 Q1	$4.03M	Buy
2024 Q4	$5.11M	Sell
2024 Q3	$4.51M	Sell
2024 Q2	$3.64M	Buy