WMA
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Wealth Management Associates’s KKR & Co KKR Stock Holding History

Wealth Management Associates’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$324K Buy
2,433
+432
+22% +$57.5K 0.13% 148
2025
Q1 		$231K Buy
2,001
+138
+7% +$16K 0.1% 186
2024
Q4 		$276K Sell
1,863
-50
-3% -$7.4K 0.12% 161
2024
Q3 		$250K Buy
+1,913
New +$250K 0.11% 175