Altium Wealth Management’s Kraft Heinz KHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-5,658
Closed -$208K 396
2021
Q3
$208K Sell
5,658
-881
-13% -$32.4K 0.01% 353
2021
Q2
$267K Sell
6,539
-576
-8% -$23.5K 0.02% 332
2021
Q1
$285K Buy
7,115
+796
+13% +$31.9K 0.02% 307
2020
Q4
$219K Buy
+6,319
New +$219K 0.02% 323
2019
Q1
Sell
-6,649
Closed -$286K 289
2018
Q4
$286K Buy
6,649
+687
+12% +$29.6K 0.05% 213
2018
Q3
$329K Buy
5,962
+1,919
+47% +$106K 0.06% 206
2018
Q2
$254K Buy
+4,043
New +$254K 0.07% 207