Simon Quick 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
Q2 | $954K | Buy |
7,171
+872
| +14% | +$116K | 0.04% | 261 |
|
|
2025
Q1 | $728K | Buy |
6,299
+3,482
| +124% | +$403K | 0.04% | 219 |
|
|
2024
Q4 | $417K | Buy |
2,817
+360
| +15% | +$53.2K | 0.03% | 281 |
|
|
2024
Q3 | $321K | Buy |
2,457
+262
| +12% | +$34.2K | 0.02% | 310 |
|
|
2024
Q2 | $231K | Sell |
2,195
-3,220
| -59% | -$339K | 0.02% | 338 |
|
|
2024
Q1 | $545K | Buy |
+5,415
| New | +$545K | 0.04% | 191 |
|
|
2020
Q4 | – | Sell |
-929
| Closed | -$32K | – | 498 |
|
|
2020
Q3 | $32K | Sell |
929
-40
| -4% | -$1.38K | 0.01% | 252 |
|
|
2020
Q2 | $30K | Sell |
969
-104
| -10% | -$3.22K | 0.01% | 256 |
|
|
2020
Q1 | $25K | Sell |
1,073
-29
| -3% | -$676 | 0.01% | 260 |
|
|
2019
Q4 | $32K | Sell |
1,102
-316
| -22% | -$9.18K | 0.01% | 278 |
|
|
2019
Q3 | $38K | Buy |
+1,418
| New | +$38K | 0.02% | 200 |
|
|
2019
Q2 | – | Sell |
-3,589
| Closed | -$84K | – | 545 |
|
|
2019
Q1 | $84K | Buy |
3,589
+197
| +6% | +$4.61K | 0.04% | 135 |
|
|
2018
Q4 | $67K | Buy |
+3,392
| New | +$67K | 0.02% | 152 |
|
|
2017
Q4 | – | Sell |
-1,500
| Closed | -$30K | – | 534 |
|
|
2017
Q3 | $30K | Hold |
1,500
| – | – | 0.01% | 325 |
|
|
2017
Q2 | $28K | Buy |
+1,500
| New | +$28K | 0.02% | 159 |
|