Williamson Legacy Group’s KKR & Co KKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,244	Closed	-$1.22M	–	127
2024 Q4	$1.22M	Buy	8,244 +342	+4%	+$50.6K	0.81%	30
2024 Q3	$1.03M	Buy	+7,902	New	+$1.03M	0.69%	34