Jessup Wealth Management’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 | $10.3M | Sell |
77,668
-1,182
| -1% | -$157K | 4.15% | 7 |
|
|
2025
Q1 | $9.12M | Buy |
78,850
+34,237
| +77% | +$3.96M | 3.83% | 8 |
|
|
2024
Q4 | $6.6M | Sell |
44,613
-235
| -0.5% | -$34.8K | 2.81% | 15 |
|
|
2024
Q3 | $5.86M | Buy |
44,848
+65
| +0.1% | +$8.49K | 2.69% | 14 |
|
|
2024
Q2 | $4.71M | Sell |
44,783
-1,080
| -2% | -$114K | 2.01% | 22 |
|
|
2024
Q1 | $4.61M | Sell |
45,863
-3,892
| -8% | -$391K | 1.98% | 21 |
|
|
2023
Q4 | $4.12M | Sell |
49,755
-49,104
| -50% | -$4.07M | 2.06% | 20 |
|
|
2023
Q3 | $6.09M | Buy |
98,859
+92,072
| +1,357% | +$5.67M | 3.51% | 7 |
|
|
2023
Q2 | $380K | Sell |
6,787
-4,440
| -40% | -$249K | 0.2% | 47 |
|
|
2023
Q1 | $590K | Buy |
11,227
+3
| +0% | +$158 | 0.35% | 40 |
|
|
2022
Q4 | $521K | Buy |
+11,224
| New | +$521K | 0.33% | 43 |
|