NewEdge Wealth’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
$2.86M Sell
20,090
-2,747
-12% -$391K 0.04% 308
2025
Q1
$2.64M Buy
22,837
+7,127
+45% +$824K 0.05% 295
2024
Q4
$2.32M Buy
15,710
+763
+5% +$113K 0.04% 320
2024
Q3
$1.95M Buy
14,947
+2,350
+19% +$307K 0.04% 359
2024
Q2
$1.33M Buy
12,597
+41
+0.3% +$4.32K 0.03% 379
2024
Q1
$1.22M Buy
12,556
+5,696
+83% +$553K 0.03% 398
2023
Q4
$568K Buy
6,860
+430
+7% +$35.6K 0.01% 487
2023
Q3
$396K Sell
6,430
-915
-12% -$56.4K 0.01% 490
2023
Q2
$411K Sell
7,345
-265
-3% -$14.8K 0.01% 483
2023
Q1
$400K Buy
7,610
+761
+11% +$40K 0.02% 451
2022
Q4
$318K Sell
6,849
-389
-5% -$18.1K 0.01% 442
2022
Q3
$311K Sell
7,238
-1,862
-20% -$80K 0.01% 419
2022
Q2
$421K Buy
+9,100
New +$421K 0.02% 415