HM Payson & Co’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.63K | Sell |
66
-210
| -76% | -$24.3K | ﹤0.01% | 880 |
|
|
2024
Q4 | $40.8K | Buy |
276
+272
| +6,800% | +$40.2K | ﹤0.01% | 673 |
|
|
2024
Q3 | $523 | Buy |
+4
| New | +$523 | ﹤0.01% | 1068 |
|
|
2023
Q2 | – | Sell |
-352
| Closed | -$18.5K | – | 1039 |
|
|
2023
Q1 | $18.5K | Hold |
352
| – | – | ﹤0.01% | 722 |
|
|
2022
Q4 | $16.3K | Sell |
352
-46
| -12% | -$2.14K | ﹤0.01% | 702 |
|
|
2022
Q3 | $17K | Hold |
398
| – | – | ﹤0.01% | 720 |
|
|
2022
Q2 | $18K | Buy |
398
+100
| +34% | +$4.52K | ﹤0.01% | 736 |
|
|
2022
Q1 | $17K | Buy |
298
+46
| +18% | +$2.62K | ﹤0.01% | 774 |
|
|
2021
Q4 | $19K | Buy |
+252
| New | +$19K | ﹤0.01% | 770 |
|
|
2016
Q2 | – | Sell |
-10,000
| Closed | -$147K | – | 334 |
|
|
2016
Q1 | $147K | Buy |
+10,000
| New | +$147K | 0.01% | 323 |
|