Veritable’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,468
Closed -$362K 443
2023
Q2
$362K Sell
6,468
-80
-1% -$4.48K 0.01% 639
2023
Q1
$344K Sell
6,548
-27
-0.4% -$1.42K 0.01% 643
2022
Q4
$305K Buy
6,575
+92
+1% +$4.27K 0.01% 652
2022
Q3
$279K Buy
6,483
+1,211
+23% +$52.1K 0.01% 650
2022
Q2
$244K Buy
5,272
+502
+11% +$23.2K ﹤0.01% 748
2022
Q1
$279K Sell
4,770
-58
-1% -$3.39K ﹤0.01% 742
2021
Q4
$360K Buy
4,828
+201
+4% +$15K 0.01% 653
2021
Q3
$282K Buy
4,627
+264
+6% +$16.1K ﹤0.01% 708
2021
Q2
$258K Buy
4,363
+28
+0.6% +$1.66K ﹤0.01% 736
2021
Q1
$212K Buy
+4,335
New +$212K ﹤0.01% 781
2020
Q1
Sell
-12,022
Closed -$351K 780
2019
Q4
$351K Buy
12,022
+140
+1% +$4.09K 0.01% 616
2019
Q3
$319K Buy
11,882
+220
+2% +$5.91K 0.01% 623
2019
Q2
$295K Sell
11,662
-7
-0.1% -$177 0.01% 651
2019
Q1
$274K Buy
11,669
+38
+0.3% +$892 0.01% 669
2018
Q4
$228K Sell
11,631
-5,405
-32% -$106K 0.01% 689
2018
Q3
$465K Sell
17,036
-10,833
-39% -$296K 0.01% 508
2018
Q2
$693K Sell
27,869
-569
-2% -$14.1K 0.01% 421
2018
Q1
$577K Hold
28,438
0.01% 452
2017
Q4
$599K Sell
28,438
-6,221
-18% -$131K 0.01% 461
2017
Q3
$705K Buy
34,659
+7,794
+29% +$159K 0.01% 415
2017
Q2
$500K Buy
26,865
+3,116
+13% +$58K 0.01% 508
2017
Q1
$433K Buy
23,749
+774
+3% +$14.1K 0.01% 520
2016
Q4
$354K Sell
22,975
-3,019
-12% -$46.5K 0.01% 548
2016
Q3
$371K Buy
25,994
+3,338
+15% +$47.6K 0.01% 530
2016
Q2
$280K Buy
22,656
+7,490
+49% +$92.6K 0.01% 583
2016
Q1
$223K Sell
15,166
-2,636
-15% -$38.8K 0.01% 639
2015
Q4
$278K Buy
17,802
+1,378
+8% +$21.5K 0.01% 607
2015
Q3
$276K Sell
16,424
-690
-4% -$11.6K 0.01% 588
2015
Q2
$391K Sell
17,114
-88,439
-84% -$2.02M 0.01% 524
2015
Q1
$2.41M Buy
105,553
+9,206
+10% +$210K 0.05% 228
2014
Q4
$2.24M Sell
96,347
-522
-0.5% -$12.1K 0.05% 248
2014
Q3
$2.16M Sell
96,869
-60,140
-38% -$1.34M 0.05% 248
2014
Q2
$3.82M Buy
+157,009
New +$3.82M 0.08% 170