Joel Isaacson & Co’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 | $608K | Buy |
+4,567
| New | +$608K | 0.02% | 224 |
|
|
2016
Q3 | – | Sell |
-2,000
| Closed | -$25K | – | 726 |
|
|
2016
Q2 | $25K | Sell |
2,000
-1,000
| -33% | -$12.5K | 0.01% | 435 |
|
|
2016
Q1 | $44K | Hold |
3,000
| – | – | 0.01% | 354 |
|
|
2015
Q4 | $47K | Sell |
3,000
-702
| -19% | -$11K | 0.01% | 338 |
|
|
2015
Q3 | $62K | Hold |
3,702
| – | – | 0.02% | 305 |
|
|
2015
Q2 | $85K | Buy |
3,702
+1,702
| +85% | +$39.1K | 0.02% | 274 |
|
|
2015
Q1 | $46K | Hold |
2,000
| – | – | 0.01% | 366 |
|
|
2014
Q4 | $46K | Hold |
2,000
| – | – | 0.01% | 338 |
|
|
2014
Q3 | $45K | Hold |
2,000
| – | – | 0.01% | 316 |
|
|
2014
Q2 | $49K | Hold |
2,000
| – | – | 0.02% | 307 |
|
|
2014
Q1 | $46K | Hold |
2,000
| – | – | 0.02% | 312 |
|
|
2013
Q4 | $49K | Hold |
2,000
| – | – | 0.02% | 274 |
|
|
2013
Q3 | $41K | Buy |
+2,000
| New | +$41K | 0.02% | 288 |
|