Wealth Alliance’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 | – | Sell |
-1,994
| Closed | -$231K | – | 557 |
|
|
2025
Q1 | $231K | Sell |
1,994
-119
| -6% | -$13.8K | 0.03% | 465 |
|
|
2024
Q4 | $313K | Sell |
2,113
-168
| -7% | -$24.9K | 0.04% | 370 |
|
|
2024
Q3 | $298K | Buy |
+2,281
| New | +$298K | 0.04% | 400 |
|
|
2024
Q1 | – | Sell |
-3,638
| Closed | -$301K | – | 528 |
|
|
2023
Q4 | $301K | Buy |
+3,638
| New | +$301K | 0.04% | 379 |
|