A detailed history of Concord Wealth Partners transactions in Kkr & Co. Inc. stock. As of the latest transaction made, Concord Wealth Partners holds 4,012 shares of KKR stock, worth $632,572. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,012
Previous 4,132 2.9%
Holding current value
$632,572
Previous $434,000 20.51%
% of portfolio
0.09%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$104.51 - $133.23 $12,541 - $15,987
-120 Reduced 2.9%
4,012 $523,000
Q2 2024

Jul 31, 2024

BUY
$92.62 - $111.49 $1,018 - $1,226
11 Added 0.27%
4,132 $434,000
Q1 2024

Apr 30, 2024

BUY
$79.89 - $101.64 $251,893 - $320,470
3,153 Added 325.72%
4,121 $414,000
Q4 2023

Apr 30, 2024

SELL
$54.1 - $84.69 $125,998 - $197,243
-2,329 Reduced 70.64%
968 $80,000
Q4 2023

Feb 05, 2024

SELL
$54.1 - $84.69 $125,998 - $197,243
-2,329 Reduced 70.64%
968 $80,000
Q3 2023

Apr 30, 2024

BUY
$53.91 - $64.46 $125,556 - $150,127
2,329 Added 240.6%
3,297 $203,000
Q3 2023

Oct 25, 2023

BUY
$53.91 - $64.46 $73,802 - $88,245
1,369 Added 71.01%
3,297 $203,000
Q1 2023

Apr 26, 2023

SELL
$46.69 - $59.1 $7,003 - $8,865
-150 Reduced 7.22%
1,928 $101,000
Q4 2022

Jan 27, 2023

BUY
$43.95 - $57.08 $91,328 - $118,612
2,078 New
2,078 $96,000
Q4 2021

Jan 21, 2022

BUY
$60.27 - $83.4 $9,040 - $12,510
150 Added 7.78%
2,078 $155,000
Q3 2021

Nov 09, 2021

SELL
$57.37 - $67.58 $22,718 - $26,761
-396 Reduced 17.04%
1,928 $117,000
Q4 2020

Feb 16, 2021

BUY
$34.15 - $40.49 $79,364 - $94,098
2,324 New
2,324 $94,000

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 $136B
  • 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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