MGB 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 | $501K | Sell |
3,763
-2,049
| -35% | -$273K | 0.17% | 123 |
|
|
2025
Q1 | $672K | Buy |
5,812
+100
| +2% | +$11.6K | 0.24% | 99 |
|
|
2024
Q4 | $845K | Buy |
5,712
+562
| +11% | +$83.2K | 0.26% | 79 |
|
|
2024
Q3 | $672K | Buy |
5,150
+500
| +11% | +$65.3K | 0.24% | 91 |
|
|
2024
Q2 | $515K | Buy |
4,650
+150
| +3% | +$16.6K | 0.19% | 113 |
|
|
2024
Q1 | $453K | Sell |
4,500
-600
| -12% | -$60.3K | 0.18% | 120 |
|
|
2023
Q4 | $423K | Buy |
+5,100
| New | +$423K | 0.21% | 120 |
|