Number of Shares
64,333.00
Current Holdings Value*
$7.44 Mil
% of Portfolio
1.91%
Total Estimate Gain
$6.34 Mil
% of Total Estimate Gain
153.53%

Triangle Securities Wealth Management's KKR & Co Inc Holding Summary

As of 2025-03-31, Triangle Securities Wealth Management held 64,333.00 shares of KKR & Co Inc(KKR), totaling $7.44 Mil. This investment constitutes 1.91% of their stock portfolio, and Triangle Securities Wealth Management now holds 0.01% of the outstanding KKR & Co Inc(KKR) stock.

The initial trade took place in 2020Q4. And since then Triangle Securities Wealth Management has made 10 purchases of KKR, at an average price of $46.98, for a total of 87,876.00 shares. In addition, there have been 8 sales at an average price of $109.55 for 23,543.00 shares. Based on historical transaction data and KKR's current price of $122.60, Triangle Securities Wealth Management's estimated gain on his KKR holdings is $6.34 Mil, reflecting a 153.53% gain to date.

Triangle Securities Wealth Management KKR ($122.60) Holding Chart

Triangle Securities Wealth Management KKR ($122.60) 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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