AEPWM
Atlantic Edge Private Wealth Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87K | Hold |
150
| – | – | ﹤0.01% | 432 |
|
|
2025
Q1 | $4.57K | Hold |
150
| – | – | ﹤0.01% | 414 |
|
|
2024
Q4 | $4.61K | Sell |
150
-1,363
| -90% | -$41.9K | ﹤0.01% | 397 |
|
|
2024
Q3 | $53.1K | Hold |
1,513
| – | – | 0.02% | 199 |
|
|
2024
Q2 | $48.7K | Hold |
1,513
| – | – | 0.02% | 196 |
|
|
2024
Q1 | $55.8K | Buy |
1,513
+1,163
| +332% | +$42.9K | 0.02% | 185 |
|
|
2023
Q4 | $12.9K | Buy |
+350
| New | +$12.9K | 0.01% | 275 |
|