Waverly Advisors’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 | $3.31M | Buy |
24,866
+172
| +0.7% | +$22.9K | 0.04% | 387 |
|
|
2025
Q1 | $2.85M | Sell |
24,694
-1,251
| -5% | -$145K | 0.03% | 403 |
|
|
2024
Q4 | $3.84M | Buy |
25,945
+4,647
| +22% | +$687K | 0.06% | 257 |
|
|
2024
Q3 | $2.78M | Sell |
21,298
-479
| -2% | -$62.5K | 0.05% | 277 |
|
|
2024
Q2 | $2.29M | Buy |
21,777
+25
| +0.1% | +$2.63K | 0.04% | 292 |
|
|
2024
Q1 | $2.19M | Sell |
21,752
-124
| -0.6% | -$12.5K | 0.05% | 247 |
|
|
2023
Q4 | $1.81M | Buy |
+21,876
| New | +$1.81M | 0.07% | 159 |
|
|
2015
Q4 | – | Sell |
-5
| Closed | – | – | 273 |
|
|
2015
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 439 |
|
|
2015
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 379 |
|
|
2015
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 392 |
|