Sweeney & Michel’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 | $404K | Sell |
2,862
-631
| -18% | -$89K | 0.14% | 95 |
|
|
2025
Q1 | $330K | Buy |
+3,493
| New | +$330K | 0.14% | 92 |
|
|
2024
Q3 | $661K | Buy |
4,731
+7
| +0.1% | +$979 | 0.26% | 63 |
|
|
2024
Q2 | $499K | Buy |
4,724
+7
| +0.1% | +$739 | 0.21% | 67 |
|
|
2024
Q1 | $483K | Buy |
+4,717
| New | +$483K | 0.21% | 69 |
|
|
2023
Q3 | $293K | Buy |
4,698
+13
| +0.3% | +$811 | 0.15% | 89 |
|
|
2023
Q2 | $287K | Hold |
4,685
| – | – | 0.15% | 88 |
|
|
2023
Q1 | $255K | Buy |
+4,685
| New | +$255K | 0.14% | 91 |
|