Modera Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
+1,716
| New | +$228K | ﹤0.01% | 596 |
|
|
2025
Q1 | – | Sell |
-1,948
| Closed | -$288K | – | 626 |
|
|
2024
Q4 | $288K | Sell |
1,948
-35
| -2% | -$5.18K | ﹤0.01% | 520 |
|
|
2024
Q3 | $259K | Hold |
1,983
| – | – | ﹤0.01% | 516 |
|
|
2024
Q2 | $209K | Buy |
+1,983
| New | +$209K | ﹤0.01% | 544 |
|
|
2022
Q1 | – | Sell |
-4,149
| Closed | -$309K | – | 481 |
|
|
2021
Q4 | $309K | Buy |
+4,149
| New | +$309K | 0.01% | 403 |
|