Jessup Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.1M | Sell |
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|
2025
Q2 | $10.3M | Sell |
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|
2025
Q1 | $9.12M | Buy |
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|
2024
Q4 | $6.6M | Sell |
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|
2024
Q3 | $5.86M | Buy |
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|
2024
Q2 | $4.71M | Sell |
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|
2024
Q1 | $4.61M | Sell |
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|
2023
Q4 | $4.12M | Sell |
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|
2023
Q3 | $6.09M | Buy |
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|
2023
Q2 | $380K | Sell |
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|
2023
Q1 | $590K | Buy |
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|
2022
Q4 | $521K | Buy |
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