BWM
BerganKDV Wealth Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $639 | Sell |
18
-8
| -31% | -$284 | ﹤0.01% | 794 |
|
|
2023
Q1 | $1K | Sell |
26
-8
| -24% | -$308 | ﹤0.01% | 901 |
|
|
2022
Q4 | $1.38K | Buy |
34
+15
| +79% | +$608 | ﹤0.01% | 846 |
|
|
2022
Q3 | $1K | Buy |
19
+18
| +1,800% | +$947 | ﹤0.01% | 900 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1014 |
|
|
2022
Q1 | $0 | Sell |
1
-124
| -99% | – | ﹤0.01% | 1045 |
|
|
2021
Q4 | $4K | Buy |
125
+66
| +112% | +$2.11K | ﹤0.01% | 817 |
|
|
2021
Q3 | $2K | Sell |
59
-66
| -53% | -$2.24K | ﹤0.01% | 887 |
|
|
2021
Q2 | $5K | Buy |
125
+67
| +116% | +$2.68K | ﹤0.01% | 701 |
|
|
2021
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 785 |
|
|
2020
Q4 | $2K | Sell |
58
-2
| -3% | -$69 | ﹤0.01% | 782 |
|
|
2020
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 707 |
|
|
2020
Q2 | $2K | Buy |
60
+19
| +46% | +$633 | ﹤0.01% | 758 |
|
|
2020
Q1 | $1K | Buy |
41
+20
| +95% | +$488 | ﹤0.01% | 839 |
|
|
2019
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 864 |
|
|
2019
Q3 | – | Sell |
-85
| Closed | -$3K | – | 728 |
|
|
2019
Q2 | $3K | Hold |
85
| – | – | ﹤0.01% | 638 |
|
|
2019
Q1 | $3K | Sell |
85
-194
| -70% | -$6.85K | ﹤0.01% | 638 |
|
|
2018
Q4 | $12K | Sell |
279
-236
| -46% | -$10.2K | ﹤0.01% | 453 |
|
|
2018
Q3 | $28K | Sell |
515
-144
| -22% | -$7.83K | 0.01% | 376 |
|
|
2018
Q2 | $41K | Sell |
659
-21,517
| -97% | -$1.34M | 0.01% | 342 |
|
|
2018
Q1 | $1.38M | Buy |
22,176
+3,263
| +17% | +$203K | 0.38% | 56 |
|
|
2017
Q4 | $1.47M | Buy |
18,913
+484
| +3% | +$37.6K | 0.35% | 54 |
|
|
2017
Q3 | $1.43M | Sell |
18,429
-399
| -2% | -$30.9K | 0.36% | 53 |
|
|
2017
Q2 | $1.61M | Sell |
18,828
-386
| -2% | -$33K | 0.46% | 40 |
|
|
2017
Q1 | $1.75M | Buy |
19,214
+1,466
| +8% | +$133K | 0.52% | 26 |
|
|
2016
Q4 | $1.55M | Sell |
17,748
-831
| -4% | -$72.6K | 0.52% | 30 |
|
|
2016
Q3 | $1.66M | Sell |
18,579
-2,121
| -10% | -$190K | 0.58% | 27 |
|
|
2016
Q2 | $1.83M | Buy |
20,700
+3,372
| +19% | +$298K | 0.78% | 26 |
|
|
2016
Q1 | $1.36M | Buy |
+17,328
| New | +$1.36M | 0.82% | 28 |
|