Welch & Forbes’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 | $769K | Sell |
5,781
-61
| -1% | -$8.12K | 0.01% | 244 |
|
|
2025
Q1 | $675K | Sell |
5,842
-447
| -7% | -$51.7K | 0.01% | 252 |
|
|
2024
Q4 | $930K | Buy |
6,289
+39
| +0.6% | +$5.77K | 0.01% | 232 |
|
|
2024
Q3 | $816K | Hold |
6,250
| – | – | 0.01% | 244 |
|
|
2024
Q2 | $660K | Sell |
6,250
-25
| -0.4% | -$2.64K | 0.01% | 256 |
|
|
2024
Q1 | $631K | Sell |
6,275
-275
| -4% | -$27.7K | 0.01% | 264 |
|
|
2023
Q4 | $543K | Hold |
6,550
| – | – | 0.01% | 273 |
|
|
2023
Q3 | $403K | Hold |
6,550
| – | – | 0.01% | 302 |
|
|
2023
Q2 | $367K | Hold |
6,550
| – | – | 0.01% | 309 |
|
|
2023
Q1 | $344K | Sell |
6,550
-3,214
| -33% | -$169K | 0.01% | 313 |
|
|
2022
Q4 | $453K | Hold |
9,764
| – | – | 0.01% | 294 |
|
|
2022
Q3 | $420K | Sell |
9,764
-6,131
| -39% | -$264K | 0.01% | 292 |
|
|
2022
Q2 | $736K | Hold |
15,895
| – | – | 0.01% | 254 |
|
|
2022
Q1 | $929K | Hold |
15,895
| – | – | 0.01% | 237 |
|
|
2021
Q4 | $1.18M | Sell |
15,895
-4,105
| -21% | -$306K | 0.02% | 220 |
|
|
2021
Q3 | $1.22M | Hold |
20,000
| – | – | 0.02% | 213 |
|
|
2021
Q2 | $1.19M | Buy |
+20,000
| New | +$1.19M | 0.02% | 213 |
|