Montag & Associates’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
Q2 | $200K | Sell |
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|
2025
Q1 | $349K | Buy |
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|
2024
Q4 | $440K | Buy |
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|
2024
Q3 | $377K | Hold |
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|
2024
Q2 | $303K | Buy |
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|
2024
Q1 | $289K | Buy |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q3 | $164K | Hold |
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|
2023
Q2 | $149K | Hold |
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|
2023
Q1 | $140K | Hold |
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|
2022
Q4 | $124K | Sell |
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|
2022
Q3 | $180K | Buy |
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|
2022
Q2 | $78K | Hold |
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|
2022
Q1 | $98K | Hold |
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|
2021
Q4 | $125K | Hold |
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|
2021
Q3 | $102K | Hold |
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|
2021
Q2 | $99K | Buy |
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|
2021
Q1 | $82K | Hold |
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|
2020
Q4 | $68K | Buy |
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