APWA
Atlas Private Wealth Advisors’s Kraft Heinz KHC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $296K | Sell |
11,464
-1,338
| -10% | -$34.5K | 0.04% | 161 |
|
2025
Q1 | $390K | Buy |
12,802
+2,494
| +24% | +$75.9K | 0.05% | 125 |
|
2024
Q4 | $317K | Buy |
10,308
+4,208
| +69% | +$129K | 0.04% | 129 |
|
2024
Q3 | $214K | Buy |
+6,100
| New | +$214K | 0.03% | 149 |
|
2021
Q4 | – | Sell |
-20
| Closed | -$1K | – | 455 |
|
2021
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 713 |
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 732 |
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 810 |
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 720 |
|
2020
Q3 | $1K | Buy |
20
+1
| +5% | +$50 | ﹤0.01% | 634 |
|
2020
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 660 |
|