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 |
|