BWP
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Baldwin Wealth Partners’s Kraft Heinz KHC Stock Holding History

Baldwin Wealth Partners’s Portfolio KHC Stock Details KHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-200
Closed -$7K – 629
2020
Q4 		$7K Hold
200
– – ﹤0.01% 483
2020
Q3 		$6K Hold
200
– – ﹤0.01% 463
2020
Q2 		$6K Hold
200
– – ﹤0.01% 465
2020
Q1 		$5K Hold
200
– – ﹤0.01% 473
2019
Q4 		$6K Hold
200
– – ﹤0.01% 475
2019
Q3 		$6K Sell
200
-326
-62% -$9.38K ﹤0.01% 473
2019
Q2 		$16K Sell
526
-10
-2% -$315 ﹤0.01% 414
2019
Q1 		$18K Sell
536
-3,397
-86% -$138K ﹤0.01% 405
2018
Q4 		$169K Buy
3,933
+86
+2% +$4.45K 0.03% 200
2018
Q3 		$212K Hold
3,847
– – 0.03% 200
2018
Q2 		$242K Buy
3,847
+200
+5% +$11.9K 0.04% 180
2018
Q1 		$227K Buy
3,647
+326
+10% +$23.3K 0.04% 184
2017
Q4 		$258K Hold
3,321
– – 0.04% 180
2017
Q3 		$258K Hold
3,321
– – 0.04% 171
2017
Q2 		$284K Hold
3,321
– – 0.05% 166
2017
Q1 		$302K Sell
3,321
-248
-7% -$22.4K 0.05% 159
2016
Q4 		$312K Hold
3,569
– – 0.06% 153
2016
Q3 		$319K Buy
3,569
+248
+7% +$21.9K 0.06% 152
2016
Q2 		$294K Sell
3,321
-152
-4% -$12.5K 0.06% 142
2016
Q1 		$273K Buy
3,473
+152
+5% +$11.4K 0.05% 179
2015
Q4 		$242K Hold
3,321
– – 0.04% 201
2015
Q3 		$234K Buy
+3,321
New +$251K 0.04% 207

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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LSV Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return