Shepherd Financial 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
$297K Hold
2,229
0.03% 202
2025
Q1
$258K Buy
2,229
+9
+0.4% +$1.04K 0.03% 206
2024
Q4
$328K Hold
2,220
0.04% 171
2024
Q3
$290K Buy
+2,220
New +$290K 0.03% 183