Legacy Wealth Management (Mississippi)’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	$672K	Sell	5,048 -2,434	-33%	-$324K	0.2%	54
2025 Q1	$865K	Buy	7,482 +2,434	+48%	+$281K	0.28%	50
2024 Q4	$747K	Buy	5,048 +274	+6%	+$40.5K	0.3%	53
2024 Q3	$623K	Buy	+4,774	New	+$623K	0.23%	66