A detailed history of Bergan Kdv Wealth Management, LLC transactions in Kkr & Co. Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 500 shares of KKR stock, worth $65,290. This represents 0.0% of its overall portfolio holdings.

Number of Shares
500
Previous 512 2.34%
Holding current value
$65,290
Previous $26,000 7.69%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$47.79 - $58.61 $573 - $703
-12 Reduced 2.34%
500 $28,000
Q4 2022

Jan 31, 2023

BUY
$43.95 - $57.08 $527 - $684
12 Added 2.4%
512 $23,000
Q3 2022

Oct 24, 2022

SELL
$19.95 - $55.46 $79 - $221
-4 Reduced 0.79%
500 $22,000
Q2 2022

Jul 13, 2022

BUY
$45.06 - $59.94 $180 - $239
4 Added 0.8%
504 $23,000
Q1 2022

May 09, 2022

SELL
$50.85 - $74.31 $5,085 - $7,431
-100 Reduced 16.67%
500 $29,000
Q3 2021

Nov 12, 2021

BUY
$57.37 - $67.58 $34,422 - $40,548
600 New
600 $37,000

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 $112B
  • 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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