Williams Jones Wealth Management’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 | $213K | Buy |
+1,600
| New | +$213K | ﹤0.01% | 466 |
|
|
2022
Q4 | – | Sell |
-4,825
| Closed | -$207K | – | 580 |
|
|
2022
Q3 | $207K | Sell |
4,825
-424
| -8% | -$18.2K | ﹤0.01% | 506 |
|
|
2022
Q2 | $243K | Hold |
5,249
| – | – | ﹤0.01% | 494 |
|
|
2022
Q1 | $307K | Sell |
5,249
-1
| -0% | -$58 | ﹤0.01% | 414 |
|
|
2021
Q4 | $391K | Buy |
5,250
+6
| +0.1% | +$447 | ﹤0.01% | 360 |
|
|
2021
Q3 | $319K | Buy |
5,244
+9
| +0.2% | +$547 | ﹤0.01% | 388 |
|
|
2021
Q2 | $310K | Buy |
5,235
+446
| +9% | +$26.4K | ﹤0.01% | 399 |
|
|
2021
Q1 | $234K | Buy |
+4,789
| New | +$234K | ﹤0.01% | 432 |
|