Quotient 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
$355K Buy
2,668
+469
+21% +$62.4K 0.01% 241
2025
Q1
$254K Sell
2,199
-36
-2% -$4.16K 0.01% 285
2024
Q4
$331K Buy
2,235
+125
+6% +$18.5K 0.01% 230
2024
Q3
$276K Buy
+2,110
New +$276K 0.01% 263
2024
Q2
Sell
-2,405
Closed -$242K 315
2024
Q1
$242K Sell
2,405
-3,791
-61% -$381K 0.01% 266
2023
Q4
$513K Buy
+6,196
New +$513K 0.02% 171