Smallwood Wealth Investment Management’s KKR & Co KKR Stock Holding History

Smallwood Wealth Investment Management’s Portfolio KKR Stock Details KKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$61.4K	Sell
2025 Q2	$64K	Sell
2025 Q1	$59.7K	Buy