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WMS Partners’s KKR & Co KKR Stock Holding History

WMS Partners’s Portfolio KKR Stock Details KKR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-47,465
Closed -$7.02M – 152
2024
Q4 		$7.02M Sell
47,465
-3
-0% -$444 0.39% 34
2024
Q3 		$6.2M Buy
+47,468
New +$6.2M 0.35% 38