Venturi Wealth Management’s KKR & Co KKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-88	Closed	-$13K	–	1262
2024 Q4	$13K	Sell	88 -6	-6%	-$888	﹤0.01%	1364
2024 Q3	$12.3K	Buy	+94	New	+$12.3K	﹤0.01%	1139