Belpointe Asset Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,046
| Closed | -$407K | – | 898 |
|
|
2024
Q1 | $407K | Buy |
4,046
+878
| +28% | +$88.3K | 0.03% | 490 |
|
|
2023
Q4 | $263K | Buy |
+3,168
| New | +$263K | 0.02% | 572 |
|
|
2023
Q2 | – | Sell |
-16,778
| Closed | -$881K | – | 2058 |
|
|
2023
Q1 | $881K | Buy |
16,778
+4,256
| +34% | +$224K | 0.05% | 370 |
|
|
2022
Q4 | $581K | Sell |
12,522
-4,370
| -26% | -$203K | 0.04% | 473 |
|
|
2022
Q3 | $727K | Buy |
16,892
+2,161
| +15% | +$93K | 0.05% | 382 |
|
|
2022
Q2 | $682K | Buy |
14,731
+1,790
| +14% | +$82.9K | 0.05% | 390 |
|
|
2022
Q1 | $757K | Buy |
12,941
+852
| +7% | +$49.8K | 0.05% | 407 |
|
|
2021
Q4 | $900K | Sell |
12,089
-2,914
| -19% | -$217K | 0.06% | 348 |
|
|
2021
Q3 | $913K | Buy |
15,003
+4,013
| +37% | +$244K | 0.06% | 335 |
|
|
2021
Q2 | $651K | Buy |
10,990
+118
| +1% | +$6.99K | 0.05% | 412 |
|
|
2021
Q1 | $532K | Buy |
10,872
+118
| +1% | +$5.77K | 0.05% | 416 |
|
|
2020
Q4 | $435K | Sell |
10,754
-855
| -7% | -$34.6K | 0.04% | 442 |
|
|
2020
Q3 | $399K | Sell |
11,609
-1,137
| -9% | -$39.1K | 0.04% | 371 |
|
|
2020
Q2 | $394K | Sell |
12,746
-1,761
| -12% | -$54.4K | 0.05% | 345 |
|
|
2020
Q1 | $340K | Sell |
14,507
-695
| -5% | -$16.3K | 0.06% | 310 |
|
|
2019
Q4 | $443K | Buy |
15,202
+2,862
| +23% | +$83.4K | 0.06% | 346 |
|
|
2019
Q3 | $331K | Sell |
12,340
-7,405
| -38% | -$199K | 0.05% | 371 |
|
|
2019
Q2 | $499K | Sell |
19,745
-9,429
| -32% | -$238K | 0.1% | 228 |
|
|
2019
Q1 | $685K | Buy |
29,174
+7,132
| +32% | +$167K | 0.13% | 126 |
|
|
2018
Q4 | $433K | Sell |
22,042
-8,610
| -28% | -$169K | 0.11% | 202 |
|
|
2018
Q3 | $836K | Buy |
30,652
+9,080
| +42% | +$248K | 0.13% | 160 |
|
|
2018
Q2 | $536K | Buy |
21,572
+1,004
| +5% | +$24.9K | 0.15% | 151 |
|
|
2018
Q1 | $418K | Sell |
20,568
-4,245
| -17% | -$86.3K | 0.12% | 196 |
|
|
2017
Q4 | $523K | Buy |
24,813
+50
| +0.2% | +$1.05K | 0.11% | 208 |
|
|
2017
Q3 | $503K | Buy |
+24,763
| New | +$503K | 0.12% | 188 |
|