Mutual 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 | $1.49M | Buy |
9,798
+436
| +5% | +$66.3K | 0.04% | 386 |
|
|
2025
Q1 | $1.06M | Buy |
9,362
+257
| +3% | +$29.2K | 0.03% | 432 |
|
|
2024
Q4 | $1.4M | Sell |
9,105
-103
| -1% | -$15.8K | 0.04% | 376 |
|
|
2024
Q3 | $1.32M | Buy |
9,208
+75
| +0.8% | +$10.7K | 0.04% | 395 |
|
|
2024
Q2 | $1.08M | Buy |
9,133
+78
| +0.9% | +$9.25K | 0.03% | 463 |
|
|
2024
Q1 | $911K | Buy |
9,055
+65
| +0.7% | +$6.54K | 0.03% | 500 |
|
|
2023
Q4 | $745K | Buy |
8,990
+75
| +0.8% | +$6.21K | 0.03% | 536 |
|
|
2023
Q3 | $549K | Sell |
8,915
-37
| -0.4% | -$2.28K | 0.02% | 597 |
|
|
2023
Q2 | $501K | Sell |
8,952
-599
| -6% | -$33.5K | 0.02% | 634 |
|
|
2023
Q1 | $502K | Buy |
9,551
+634
| +7% | +$33.3K | 0.02% | 615 |
|
|
2022
Q4 | $414K | Sell |
8,917
-49
| -0.5% | -$2.28K | 0.02% | 641 |
|
|
2022
Q3 | $386K | Sell |
8,966
-2
| -0% | -$86 | 0.02% | 639 |
|
|
2022
Q2 | $415K | Buy |
8,968
+1,180
| +15% | +$54.6K | 0.03% | 595 |
|
|
2022
Q1 | $455K | Sell |
7,788
-665
| -8% | -$38.9K | 0.03% | 598 |
|
|
2021
Q4 | $630K | Buy |
8,453
+700
| +9% | +$52.2K | 0.03% | 508 |
|
|
2021
Q3 | $472K | Hold |
7,753
| – | – | 0.03% | 559 |
|
|
2021
Q2 | $459K | Hold |
7,753
| – | – | 0.03% | 554 |
|
|
2021
Q1 | $379K | Sell |
7,753
-8,801
| -53% | -$430K | 0.03% | 567 |
|
|
2020
Q4 | $670K | Hold |
16,554
| – | – | 0.05% | 405 |
|
|
2020
Q3 | $568K | Sell |
16,554
-2,021
| -11% | -$69.3K | 0.05% | 396 |
|
|
2020
Q2 | $574K | Hold |
18,575
| – | – | 0.06% | 351 |
|
|
2020
Q1 | $436K | Sell |
18,575
-1,300
| -7% | -$30.5K | 0.06% | 315 |
|
|
2019
Q4 | $580K | Sell |
19,875
-600
| -3% | -$17.5K | 0.06% | 314 |
|
|
2019
Q3 | $550K | Hold |
20,475
| – | – | 0.07% | 293 |
|
|
2019
Q2 | $517K | Sell |
20,475
-1,200
| -6% | -$30.3K | 0.07% | 324 |
|
|
2019
Q1 | $509K | Hold |
21,675
| – | – | 0.08% | 275 |
|
|
2018
Q4 | $425K | Buy |
21,675
+2,155
| +11% | +$42.3K | 0.08% | 258 |
|
|
2018
Q3 | $532K | Hold |
19,520
| – | – | 0.08% | 276 |
|
|
2018
Q2 | $485K | Buy |
19,520
+2,175
| +13% | +$54K | 0.11% | 248 |
|
|
2018
Q1 | $352K | Buy |
+17,345
| New | +$352K | 0.09% | 284 |
|