A detailed history of 9258 Wealth Management, LLC transactions in Kkr & Co. Inc. stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 5,331 shares of KKR stock, worth $736,957. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,331
Previous 5,646 5.58%
Holding current value
$736,957
Previous $567,000 1.06%
% of portfolio
0.09%
Previous 0.09%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$92.62 - $111.49 $29,175 - $35,119
-315 Reduced 5.58%
5,331 $561,000
Q1 2024

May 03, 2024

BUY
$79.89 - $101.64 $65,030 - $82,734
814 Added 16.85%
5,646 $567,000
Q4 2023

Feb 06, 2024

BUY
$54.1 - $84.69 $54 - $84
1 Added 0.02%
4,832 $400,000
Q3 2023

Nov 08, 2023

BUY
$53.91 - $64.46 $2,695 - $3,222
50 Added 1.05%
4,831 $297,000
Q2 2023

Aug 08, 2023

SELL
$47.79 - $58.61 $6,356 - $7,795
-133 Reduced 2.71%
4,781 $267,000
Q1 2023

May 03, 2023

SELL
$46.69 - $59.1 $980 - $1,241
-21 Reduced 0.43%
4,914 $258,000
Q4 2022

Feb 03, 2023

SELL
$43.95 - $57.08 $351 - $456
-8 Reduced 0.16%
4,935 $229,000
Q3 2022

Nov 08, 2022

BUY
$19.95 - $55.46 $39 - $110
2 Added 0.04%
4,943 $213,000
Q2 2022

Aug 04, 2022

BUY
$45.06 - $59.94 $5,722 - $7,612
127 Added 2.64%
4,941 $229,000
Q1 2022

May 13, 2022

BUY
$50.85 - $74.31 $2,847 - $4,161
56 Added 1.18%
4,814 $281,000
Q4 2021

Feb 11, 2022

SELL
$60.27 - $83.4 $120 - $166
-2 Reduced 0.04%
4,758 $354,000
Q3 2021

Nov 12, 2021

SELL
$57.37 - $67.58 $2,007 - $2,365
-35 Reduced 0.73%
4,760 $290,000
Q2 2021

Aug 13, 2021

SELL
$50.35 - $60.76 $57,952 - $69,934
-1,151 Reduced 19.36%
4,795 $284,000
Q1 2021

May 11, 2021

BUY
$37.56 - $49.35 $223,331 - $293,435
5,946 New
5,946 $290,000

Others Institutions Holding KKR

About KKR & Co. Inc.


  • Ticker KKR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 859,833,024
  • Market Cap $119B
  • Description
  • KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, growth equity, mature, mezzanine, distressed, turnaround, lower middle market and middle market investments. The firm conside...
More about KKR
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