United Asset Strategies’s KKR & Co KKR Stock Holding History

United Asset Strategies’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	$1.71M	Sell
2025 Q2	$1.87M	Buy
2025 Q1	$1.33M	Sell
2024 Q4	$2.42M	Sell
2024 Q3	$2.23M	Sell
2024 Q2	$1.92M	Sell
2024 Q1	$2.13M	Sell
2023 Q4	$1.83M	Buy