Beaumont Financial 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 | $1.22M | Hold |
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|
2025
Q2 | $1.25M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $1.37M | Sell |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $1.03M | Hold |
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|
2023
Q4 | $847K | Hold |
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|
2023
Q3 | $630K | Hold |
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|
2023
Q2 | $572K | Hold |
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|
2023
Q1 | $537K | Hold |
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|
2022
Q4 | $474K | Sell |
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|
2022
Q3 | $448K | Hold |
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|
2022
Q2 | $482K | Hold |
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|
2022
Q1 | $609K | Hold |
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|
2021
Q4 | $776K | Hold |
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|
2021
Q3 | $634K | Hold |
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|
2021
Q2 | $617K | Buy |
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|
2021
Q1 | $508K | Hold |
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|
2020
Q4 | $421K | Hold |
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|
2020
Q3 | $357K | Buy |
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|
2020
Q2 | $309K | Hold |
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|
2020
Q1 | $235K | Hold |
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|
2019
Q4 | $292K | Hold |
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|
2019
Q3 | $269K | Hold |
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|
2019
Q2 | $253K | Hold |
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|
2019
Q1 | $235K | Hold |
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|
2018
Q4 | $196K | Hold |
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|
2018
Q3 | $273K | Hold |
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|
2018
Q2 | $249K | Hold |
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|
2018
Q1 | $203K | Hold |
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|
2017
Q4 | $211K | Hold |
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|
2017
Q3 | $203K | Hold |
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|
2017
Q2 | $186K | Hold |
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|
2017
Q1 | $182K | Hold |
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|
2016
Q4 | $154K | Hold |
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|
2016
Q3 | $143K | Hold |
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|
2016
Q2 | $123K | Hold |
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|
2016
Q1 | $228K | Hold |
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|
2015
Q4 | $156K | Hold |
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|
2015
Q3 | $229K | Hold |
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|
2015
Q2 | $229K | Hold |
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|
2015
Q1 | $228K | Hold |
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|
2014
Q4 | $232K | Hold |
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|
2014
Q3 | $223K | Hold |
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|
2014
Q2 | $243K | Hold |
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|
2014
Q1 | $228K | Hold |
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|
2013
Q4 | $243K | Hold |
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|
2013
Q3 | $206K | Buy |
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