Number of Shares
7,000.00
Current Holdings Value*
$810,000.00
% of Portfolio
0.66%
Total Estimate Gain
$628,460.00
% of Total Estimate Gain
46.33%

MOSAIC FINANCIAL GROUP, LLC's KKR & Co Inc Holding Summary

As of 2025-03-31, MOSAIC FINANCIAL GROUP, LLC held 7,000.00 shares of KKR & Co Inc(KKR), totaling $810,000.00. This investment constitutes 0.66% of their stock portfolio, and MOSAIC FINANCIAL GROUP, LLC now holds 0% of the outstanding KKR & Co Inc(KKR) stock.

The initial trade took place in 2024Q1. And since then MOSAIC FINANCIAL GROUP, LLC has made 1 purchases of KKR, at an average price of $96.89, for a total of 14,000.00 shares. In addition, there have been 1 sales at an average price of $137.58 for 7,000.00 shares. Based on historical transaction data and KKR's current price of $145.98, MOSAIC FINANCIAL GROUP, LLC's estimated gain on his KKR holdings is $628,460.00, reflecting a 46.33% gain to date.

MOSAIC FINANCIAL GROUP, LLC KKR ($145.98) Holding Chart

MOSAIC FINANCIAL GROUP, LLC KKR ($145.98) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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