Zimmermann Investment Management & Planning’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,552
| Closed | -$1.9M | – | 77 |
|
|
2024
Q3 | $1.9M | Buy |
14,552
+1,406
| +11% | +$184K | 0.58% | 46 |
|
|
2024
Q2 | $1.38M | Buy |
13,146
+932
| +8% | +$98.1K | 0.46% | 50 |
|
|
2024
Q1 | $1.23M | Buy |
12,214
+886
| +8% | +$89.1K | 0.44% | 55 |
|
|
2023
Q4 | $939K | Buy |
11,328
+2,324
| +26% | +$193K | 0.38% | 51 |
|
|
2023
Q3 | $555K | Buy |
+9,004
| New | +$555K | 0.27% | 63 |
|