Modera Wealth Management’s KKR & Co KKR Stock Holding History

Modera Wealth Management’s Portfolio KKR Stock Details KKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$222K	Sell
2025 Q2	$228K	Buy
2025 Q1	–	Sell
2024 Q4	$288K	Sell
2024 Q3	$259K	Hold
2024 Q2	$209K	Buy
2022 Q1	–	Sell
2021 Q4	$309K	Buy