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Westover Capital Advisors’s KKR & Co KKR Stock Holding History

Westover Capital Advisors’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 		$1.48M Hold
11,130
– – 0.3% 74
2025
Q1 		$1.29M Hold
11,130
– – 0.29% 82
2024
Q4 		$1.65M Hold
11,130
– – 0.36% 64
2024
Q3 		$1.45M Buy
11,130
+4,665
+72% +$609K 0.28% 81
2024
Q2 		$680K Buy
+6,465
New +$680K 0.18% 106