180 Wealth Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,347
| Closed | -$223K | – | 446 |
|
2024
Q3 | $223K | Sell |
6,347
-203
| -3% | -$7.13K | 0.04% | 385 |
|
2024
Q2 | $211K | Buy |
6,550
+100
| +2% | +$3.22K | 0.03% | 394 |
|
2024
Q1 | $238K | Sell |
6,450
-283
| -4% | -$10.4K | 0.04% | 339 |
|
2023
Q4 | $257K | Buy |
6,733
+37
| +0.6% | +$1.41K | 0.05% | 310 |
|
2023
Q3 | $225K | Buy |
6,696
+185
| +3% | +$6.22K | 0.05% | 310 |
|
2023
Q2 | $233K | Buy |
6,511
+124
| +2% | +$4.44K | 0.05% | 302 |
|
2023
Q1 | $247K | Sell |
6,387
-37
| -0.6% | -$1.43K | 0.06% | 298 |
|
2022
Q4 | $255K | Buy |
+6,424
| New | +$255K | 0.06% | 295 |
|
2018
Q3 | – | Sell |
-9,985
| Closed | -$627K | – | 262 |
|
2018
Q2 | $627K | Buy |
9,985
+1,820
| +22% | +$114K | 0.31% | 95 |
|
2018
Q1 | $514K | Sell |
8,165
-3,533
| -30% | -$222K | 0.27% | 113 |
|
2017
Q4 | $910K | Buy |
+11,698
| New | +$910K | 0.46% | 66 |
|