West Oak Capital’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 |
-625
| Closed | -$723 | – | 308 |
|
|
2025
Q1 | $723 | Hold |
625
| – | – | 0.03% | 160 |
|
|
2024
Q4 | $924K | Hold |
625
| – | – | 0.03% | 148 |
|
|
2024
Q3 | $816 | Hold |
625
| – | – | 0.02% | 158 |
|
|
2024
Q2 | $65.8K | Buy |
625
+500
| +400% | +$52.6K | 0.03% | 169 |
|
|
2024
Q1 | $13K | Buy |
+125
| New | +$13K | 0.01% | 239 |
|