HM Payson & Co’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 | $12K | Buy |
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|
2025
Q2 | $8.78K | Hold |
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|
2025
Q1 | $7.63K | Sell |
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|
2024
Q4 | $40.8K | Buy |
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|
2024
Q3 | $523 | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $18.5K | Hold |
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|
2022
Q4 | $16.3K | Sell |
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|
2022
Q3 | $17K | Hold |
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|
2022
Q2 | $18K | Buy |
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|
2022
Q1 | $17K | Buy |
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|
2021
Q4 | $19K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $147K | Buy |
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