Moneta Group Investment Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $253K | Buy |
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|
2025
Q2 | $258K | Sell |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $382K | Buy |
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|
2024
Q3 | $297K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $886K | Sell |
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|
2020
Q1 | $678K | Sell |
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|
2019
Q4 | $2.05M | Buy |
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|
2019
Q3 | $1.89M | Sell |
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|
2019
Q2 | $1.78M | Buy |
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