Beaumont Financial Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
9,383
+69
| +0.7% | +$9.18K | 0.09% | 127 |
|
|
2025
Q1 | $1.08M | Buy |
9,314
+60
| +0.6% | +$6.94K | 0.08% | 138 |
|
|
2024
Q4 | $1.37M | Sell |
9,254
-3
| -0% | -$444 | 0.1% | 125 |
|
|
2024
Q3 | $1.21M | Sell |
9,257
-973
| -10% | -$127K | 0.09% | 127 |
|
|
2024
Q2 | $1.08M | Buy |
10,230
+10
| +0.1% | +$1.05K | 0.09% | 138 |
|
|
2024
Q1 | $1.03M | Hold |
10,220
| – | – | 0.08% | 144 |
|
|
2023
Q4 | $847K | Hold |
10,220
| – | – | 0.08% | 146 |
|
|
2023
Q3 | $630K | Hold |
10,220
| – | – | 0.06% | 160 |
|
|
2023
Q2 | $572K | Hold |
10,220
| – | – | 0.05% | 175 |
|
|
2023
Q1 | $537K | Hold |
10,220
| – | – | 0.05% | 165 |
|
|
2022
Q4 | $474K | Sell |
10,220
-200
| -2% | -$9.28K | 0.05% | 178 |
|
|
2022
Q3 | $448K | Hold |
10,420
| – | – | 0.04% | 179 |
|
|
2022
Q2 | $482K | Hold |
10,420
| – | – | 0.04% | 180 |
|
|
2022
Q1 | $609K | Hold |
10,420
| – | – | 0.05% | 187 |
|
|
2021
Q4 | $776K | Hold |
10,420
| – | – | 0.06% | 166 |
|
|
2021
Q3 | $634K | Hold |
10,420
| – | – | 0.05% | 186 |
|
|
2021
Q2 | $617K | Buy |
10,420
+20
| +0.2% | +$1.18K | 0.05% | 183 |
|
|
2021
Q1 | $508K | Hold |
10,400
| – | – | 0.04% | 191 |
|
|
2020
Q4 | $421K | Hold |
10,400
| – | – | 0.04% | 218 |
|
|
2020
Q3 | $357K | Buy |
10,400
+400
| +4% | +$13.7K | 0.03% | 231 |
|
|
2020
Q2 | $309K | Hold |
10,000
| – | – | 0.03% | 230 |
|
|
2020
Q1 | $235K | Hold |
10,000
| – | – | 0.03% | 212 |
|
|
2019
Q4 | $292K | Hold |
10,000
| – | – | 0.03% | 226 |
|
|
2019
Q3 | $269K | Hold |
10,000
| – | – | 0.03% | 228 |
|
|
2019
Q2 | $253K | Hold |
10,000
| – | – | 0.03% | 212 |
|
|
2019
Q1 | $235K | Hold |
10,000
| – | – | 0.03% | 210 |
|
|
2018
Q4 | $196K | Hold |
10,000
| – | – | 0.03% | 187 |
|
|
2018
Q3 | $273K | Hold |
10,000
| – | – | 0.03% | 192 |
|
|
2018
Q2 | $249K | Hold |
10,000
| – | – | 0.03% | 173 |
|
|
2018
Q1 | $203K | Hold |
10,000
| – | – | 0.02% | 193 |
|
|
2017
Q4 | $211K | Hold |
10,000
| – | – | 0.02% | 177 |
|
|
2017
Q3 | $203K | Hold |
10,000
| – | – | 0.03% | 177 |
|
|
2017
Q2 | $186K | Hold |
10,000
| – | – | 0.02% | 171 |
|
|
2017
Q1 | $182K | Hold |
10,000
| – | – | 0.02% | 178 |
|
|
2016
Q4 | $154K | Hold |
10,000
| – | – | 0.02% | 149 |
|
|
2016
Q3 | $143K | Hold |
10,000
| – | – | 0.02% | 141 |
|
|
2016
Q2 | $123K | Hold |
10,000
| – | – | 0.02% | 137 |
|
|
2016
Q1 | $228K | Hold |
10,000
| – | – | 0.04% | 121 |
|
|
2015
Q4 | $156K | Hold |
10,000
| – | – | 0.03% | 119 |
|
|
2015
Q3 | $229K | Hold |
10,000
| – | – | 0.03% | 122 |
|
|
2015
Q2 | $229K | Hold |
10,000
| – | – | 0.03% | 122 |
|
|
2015
Q1 | $228K | Hold |
10,000
| – | – | 0.01% | 140 |
|
|
2014
Q4 | $232K | Hold |
10,000
| – | – | 0.01% | 141 |
|
|
2014
Q3 | $223K | Hold |
10,000
| – | – | 0.01% | 150 |
|
|
2014
Q2 | $243K | Hold |
10,000
| – | – | 0.02% | 149 |
|
|
2014
Q1 | $228K | Hold |
10,000
| – | – | 0.02% | 123 |
|
|
2013
Q4 | $243K | Hold |
10,000
| – | – | 0.02% | 132 |
|
|
2013
Q3 | $206K | Buy |
+10,000
| New | +$206K | 0.02% | 141 |
|