Waverly Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.1M | Sell |
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|
2025
Q2 | $3.31M | Buy |
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|
2025
Q1 | $2.85M | Sell |
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|
2024
Q4 | $3.84M | Buy |
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|
2024
Q3 | $2.78M | Sell |
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|
2024
Q2 | $2.29M | Buy |
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|
2024
Q1 | $2.19M | Sell |
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|
2023
Q4 | $1.81M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $0 | Hold |
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|
2015
Q2 | $0 | Hold |
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|
2015
Q1 | $0 | Buy |
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