Mount Yale Investment Advisors’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 | $201K | Buy |
+1,513
| New | +$201K | 0.02% | 542 |
|
|
2025
Q1 | – | Sell |
-1,560
| Closed | -$231K | – | 553 |
|
|
2024
Q4 | $231K | Sell |
1,560
-898
| -37% | -$133K | 0.02% | 504 |
|
|
2024
Q3 | $321K | Buy |
2,458
+9
| +0.4% | +$1.18K | 0.03% | 414 |
|
|
2024
Q2 | $258K | Sell |
2,449
-17
| -0.7% | -$1.79K | 0.02% | 473 |
|
|
2024
Q1 | $248K | Sell |
2,466
-14
| -0.6% | -$1.41K | 0.02% | 487 |
|
|
2023
Q4 | $205K | Buy |
+2,480
| New | +$205K | 0.02% | 471 |
|
|
2022
Q2 | – | Sell |
-3,827
| Closed | -$224K | – | 478 |
|
|
2022
Q1 | $224K | Buy |
3,827
+791
| +26% | +$46.3K | 0.02% | 427 |
|
|
2021
Q4 | $226K | Buy |
+3,036
| New | +$226K | 0.02% | 424 |
|
|
2021
Q3 | – | Sell |
-3,470
| Closed | -$206K | – | 475 |
|
|
2021
Q2 | $206K | Buy |
+3,470
| New | +$206K | 0.02% | 409 |
|
|
2018
Q4 | – | Sell |
-2,180
| Closed | -$54K | – | 546 |
|
|
2018
Q3 | $54K | Hold |
2,180
| – | – | 0.01% | 585 |
|
|
2018
Q2 | $54K | Hold |
2,180
| – | – | 0.01% | 609 |
|
|
2018
Q1 | $44K | Buy |
+2,180
| New | +$44K | 0.01% | 631 |
|