Summit Trail Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.87M | Sell |
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|
2025
Q4 | $2.94M | Sell |
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|
2025
Q3 | $3.22M | Buy |
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|
2025
Q2 | $2.55M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $868K | Buy |
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|
2024
Q3 | $517K | Buy |
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|
2024
Q2 | $380K | Sell |
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|
2024
Q1 | $592K | Buy |
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|
2023
Q4 | $365K | Buy |
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|
2023
Q3 | $249K | Buy |
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