Meridian 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 | $556K | Buy |
4,183
+34
| +0.8% | +$4.52K | 0.02% | 423 |
|
|
2025
Q1 | $480K | Buy |
4,149
+291
| +8% | +$33.6K | 0.02% | 418 |
|
|
2024
Q4 | $571K | Buy |
+3,858
| New | +$571K | 0.03% | 383 |
|
|
2018
Q4 | – | Sell |
-7,500
| Closed | -$205K | – | 171 |
|
|
2018
Q3 | $205K | Sell |
7,500
-760
| -9% | -$20.8K | 0.09% | 160 |
|
|
2018
Q2 | $205K | Buy |
+8,260
| New | +$205K | 0.1% | 176 |
|