Mount Yale Investment Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $231K | Sell |
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|
2024
Q3 | $321K | Buy |
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|
2024
Q2 | $258K | Sell |
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|
2024
Q1 | $248K | Sell |
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|
2023
Q4 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Buy |
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|
2021
Q4 | $226K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $54K | Hold |
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|
2018
Q2 | $54K | Hold |
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|
2018
Q1 | $44K | Buy |
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