Appleton Partners’s Kraft Heinz KHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
2018
Q3
$578K Sell
2018
Q2
$1.53M Sell
2018
Q1
$2.21M Sell
2017
Q4
$3.56M Sell
2017
Q3
$3.67M Sell
2017
Q2
$4.66M Buy
2017
Q1
$4.36M Sell
2016
Q4
$5.07M Sell
2016
Q3
$5.4M Buy
2016
Q2
$4.97M Sell
2016
Q1
$4.5M Buy
2015
Q4
$4.16M Buy
2015
Q3
$3.26M Buy