Williams Jones Wealth Management’s KKR & Co KKR Stock Holding History

Williams Jones Wealth Management’s Portfolio KKR Stock Details KKR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$213K	Buy
2022 Q4	–	Sell
2022 Q3	$207K	Sell
2022 Q2	$243K	Hold
2022 Q1	$307K	Sell
2021 Q4	$391K	Buy
2021 Q3	$319K	Buy
2021 Q2	$310K	Buy
2021 Q1	$234K	Buy