Creative Planning’s KBR KBR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $599K | Sell |
12,502
-764
| -6% | -$36.6K | ﹤0.01% | 2294 |
|
2025
Q1 | $661K | Buy |
13,266
+5,338
| +67% | +$266K | ﹤0.01% | 2046 |
|
2024
Q4 | $459K | Buy |
7,928
+1,055
| +15% | +$61.1K | ﹤0.01% | 2298 |
|
2024
Q3 | $448K | Sell |
6,873
-500
| -7% | -$32.6K | ﹤0.01% | 2201 |
|
2024
Q2 | $473K | Buy |
7,373
+1,255
| +21% | +$80.5K | ﹤0.01% | 1981 |
|
2024
Q1 | $389K | Sell |
6,118
-92
| -1% | -$5.86K | ﹤0.01% | 2034 |
|
2023
Q4 | $344K | Buy |
6,210
+857
| +16% | +$47.5K | ﹤0.01% | 1989 |
|
2023
Q3 | $316K | Buy |
5,353
+73
| +1% | +$4.3K | ﹤0.01% | 1889 |
|
2023
Q2 | $344K | Buy |
5,280
+652
| +14% | +$42.4K | ﹤0.01% | 1797 |
|
2023
Q1 | $255K | Buy |
+4,628
| New | +$255K | ﹤0.01% | 1934 |
|
2017
Q3 | – | Sell |
-1,503
| Closed | -$23K | – | 2771 |
|
2017
Q2 | $23K | Buy |
1,503
+803
| +115% | +$12.3K | ﹤0.01% | 3060 |
|
2017
Q1 | $11K | Hold |
700
| – | – | ﹤0.01% | 3480 |
|
2016
Q4 | $12K | Sell |
700
-306
| -30% | -$5.25K | ﹤0.01% | 3367 |
|
2016
Q3 | $15K | Buy |
1,006
+198
| +25% | +$2.95K | ﹤0.01% | 3196 |
|
2016
Q2 | $11K | Buy |
808
+305
| +61% | +$4.15K | ﹤0.01% | 3137 |
|
2016
Q1 | $8K | Buy |
503
+3
| +0.6% | +$48 | ﹤0.01% | 3288 |
|
2015
Q4 | $8K | Buy |
500
+36
| +8% | +$576 | ﹤0.01% | 3361 |
|
2015
Q3 | $8K | Buy |
+464
| New | +$8K | ﹤0.01% | 3306 |
|
2015
Q2 | – | Sell |
-75,413
| Closed | -$1.09M | – | 2003 |
|
2015
Q1 | $1.09M | Buy |
75,413
+74,507
| +8,224% | +$1.08M | 0.01% | 429 |
|
2014
Q4 | $15K | Hold |
906
| – | – | ﹤0.01% | 2821 |
|
2014
Q3 | $17K | Sell |
906
-10
| -1% | -$188 | ﹤0.01% | 2604 |
|
2014
Q2 | $22K | Buy |
916
+48
| +6% | +$1.15K | ﹤0.01% | 2397 |
|
2014
Q1 | $23K | Buy |
868
+110
| +15% | +$2.92K | ﹤0.01% | 2259 |
|
2013
Q4 | $24K | Sell |
758
-200
| -21% | -$6.33K | ﹤0.01% | 2073 |
|
2013
Q3 | $31K | Buy |
958
+300
| +46% | +$9.71K | ﹤0.01% | 1828 |
|
2013
Q2 | $21K | Buy |
+658
| New | +$21K | ﹤0.01% | 1897 |
|