Berman Capital Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $81K | Sell |
2,207
-174
| -7% | -$6.39K | 0.01% | 506 |
|
|
2021
Q2 | $97K | Buy |
2,381
+798
| +50% | +$32.5K | 0.02% | 386 |
|
|
2021
Q1 | $63K | Buy |
1,583
+1
| +0.1% | +$40 | 0.01% | 404 |
|
|
2020
Q4 | $54K | Sell |
1,582
-708
| -31% | -$24.2K | 0.01% | 390 |
|
|
2020
Q3 | $67K | Buy |
2,290
+1,082
| +90% | +$31.7K | 0.02% | 281 |
|
|
2020
Q2 | $37K | Buy |
1,208
+200
| +20% | +$6.13K | 0.01% | 393 |
|
|
2020
Q1 | $24K | Buy |
1,008
+258
| +34% | +$6.14K | 0.01% | 450 |
|
|
2019
Q4 | $24K | Buy |
750
+78
| +12% | +$2.5K | 0.01% | 480 |
|
|
2019
Q3 | $18K | Sell |
672
-1,106
| -62% | -$29.6K | 0.01% | 540 |
|
|
2019
Q2 | $54K | Sell |
1,778
-6,297
| -78% | -$191K | 0.02% | 289 |
|
|
2019
Q1 | $263K | Buy |
8,075
+6,504
| +414% | +$212K | 0.09% | 108 |
|
|
2018
Q4 | $67K | Buy |
+1,571
| New | +$67K | 0.03% | 223 |
|
|
2018
Q3 | – | Sell |
-3,378
| Closed | -$213K | – | 116 |
|
|
2018
Q2 | $213K | Buy |
+3,378
| New | +$213K | 0.07% | 107 |
|