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 |
|