Jessup Wealth Management, Inc KKR Holdings History
Jessup Wealth Management, Inc's KKR & Co Inc Holding Summary
As of 2025-03-31, Jessup Wealth Management, Inc held 78,850.00 shares of KKR & Co Inc(KKR), totaling $9.12 Mil. This investment constitutes 3.83% of their stock portfolio, and Jessup Wealth Management, Inc now holds 0.01% of the outstanding KKR & Co Inc(KKR) stock.
The initial trade took place in 2022Q4. And since then Jessup Wealth Management, Inc has made 4 purchases of KKR, at an average price of $78.90, for a total of 137,601.00 shares. In addition, there have been 5 sales at an average price of $69.10 for 58,751.00 shares. Based on historical transaction data and KKR's current price of $145.98, Jessup Wealth Management, Inc's estimated gain on his KKR holdings is $4.71 Mil, reflecting a 43.42% gain to date.
Jessup Wealth Management, Inc KKR ($145.98) Holding Chart
Jessup Wealth Management, Inc KKR ($145.98) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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