Pacific Capital Wealth 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
Q1
Sell
-167
Closed -$24.7K 234
2024
Q4
$24.7K Hold
167
﹤0.01% 201
2024
Q3
$21.8K Hold
167
﹤0.01% 230
2024
Q2
$17.6K Buy
167
+132
+377% +$13.9K ﹤0.01% 252
2024
Q1
$3.52K Buy
+35
New +$3.52K ﹤0.01% 367