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Wealthspire Advisors (New York)’s KKR & Co KKR Stock Holding History

Wealthspire Advisors (New York)’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 		$314K Sell
2,361
-896
-28% -$119K ﹤0.01% 653
2025
Q1 		$377K Buy
3,257
+355
+12% +$41K ﹤0.01% 583
2024
Q4 		$429K Buy
2,902
+590
+26% +$87.3K ﹤0.01% 552
2024
Q3 		$302K Buy
+2,312
New +$302K ﹤0.01% 618