Obermeyer Wealth Partners’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 | $758K | Buy |
5,699
+1,450
| +34% | +$193K | 0.04% | 127 |
|
|
2025
Q1 | $491K | Sell |
4,249
-1,707
| -29% | -$197K | 0.03% | 153 |
|
|
2024
Q4 | $881K | Hold |
5,956
| – | – | 0.05% | 110 |
|
|
2024
Q3 | $778K | Sell |
5,956
-1,134
| -16% | -$148K | 0.04% | 121 |
|
|
2024
Q2 | $746K | Hold |
7,090
| – | – | 0.04% | 116 |
|
|
2024
Q1 | $713K | Buy |
7,090
+5
| +0.1% | +$503 | 0.04% | 115 |
|
|
2023
Q4 | $587K | Hold |
7,085
| – | – | 0.04% | 102 |
|
|
2023
Q3 | $436K | Hold |
7,085
| – | – | 0.03% | 118 |
|
|
2023
Q2 | $397K | Hold |
7,085
| – | – | 0.03% | 135 |
|
|
2023
Q1 | $372K | Hold |
7,085
| – | – | 0.03% | 137 |
|
|
2022
Q4 | $329K | Hold |
7,085
| – | – | 0.02% | 150 |
|
|
2022
Q3 | $305K | Hold |
7,085
| – | – | 0.02% | 145 |
|
|
2022
Q2 | $328K | Hold |
7,085
| – | – | 0.02% | 136 |
|
|
2022
Q1 | $414K | Hold |
7,085
| – | – | 0.02% | 137 |
|
|
2021
Q4 | $528K | Hold |
7,085
| – | – | 0.03% | 123 |
|
|
2021
Q3 | $431K | Hold |
7,085
| – | – | 0.02% | 131 |
|
|
2021
Q2 | $420K | Sell |
7,085
-2,564
| -27% | -$152K | 0.02% | 137 |
|
|
2021
Q1 | $471K | Buy |
+9,649
| New | +$471K | 0.03% | 133 |
|