Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,524
| Closed | -$204K | – | 444 |
|
|
2023
Q4 | $204K | Buy |
+5,524
| New | +$204K | 0.03% | 450 |
|
|
2023
Q2 | – | Sell |
-5,402
| Closed | -$209K | – | 563 |
|
|
2023
Q1 | $209K | Buy |
+5,402
| New | +$209K | 0.02% | 516 |
|
|
2022
Q4 | – | Sell |
-7,379
| Closed | -$246K | – | 552 |
|
|
2022
Q3 | $246K | Buy |
+7,379
| New | +$246K | 0.03% | 439 |
|