United Asset Strategies’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 | $1.87M | Buy |
14,074
+2,556
| +22% | +$340K | 0.16% | 103 |
|
|
2025
Q1 | $1.33M | Sell |
11,518
-4,849
| -30% | -$561K | 0.12% | 126 |
|
|
2024
Q4 | $2.42M | Sell |
16,367
-712
| -4% | -$105K | 0.22% | 89 |
|
|
2024
Q3 | $2.23M | Sell |
17,079
-1,119
| -6% | -$146K | 0.21% | 94 |
|
|
2024
Q2 | $1.92M | Sell |
18,198
-2,941
| -14% | -$310K | 0.19% | 100 |
|
|
2024
Q1 | $2.13M | Sell |
21,139
-935
| -4% | -$94K | 0.21% | 92 |
|
|
2023
Q4 | $1.83M | Buy |
+22,074
| New | +$1.83M | 0.21% | 92 |
|