Mosaic Financial Group’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
$931K Hold
2025
Q1
$809K Sell
2024
Q4
$2.07M Hold
2024
Q3
$1.83M Hold
2024
Q2
$1.47M Buy
2024
Q1
$704K Buy