ORG 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	$253K	Sell	1,910 -613	-24%	-$81.2K	0.06%	163
2025 Q1	$297K	Buy	+2,523	New	+$297K	0.09%	159
2024 Q4	–	Sell	-236	Closed	-$30.8K	–	522
2024 Q3	$30.8K	Buy	+236	New	+$30.8K	0.01%	288