Principia Wealth Advisory’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
$3.06K Hold
23
﹤0.01% 302
2025
Q1
$2.54K Buy
23
+5
+28% +$552 ﹤0.01% 252
2024
Q4
$2.66K Buy
+18
New +$2.66K ﹤0.01% 200