Bison Wealth’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,178
| Closed | -$228K | – | 442 |
|
|
2024
Q2 | $228K | Hold |
6,178
| – | – | 0.04% | 376 |
|
|
2024
Q1 | $228K | Buy |
6,178
+389
| +7% | +$14.4K | 0.04% | 376 |
|
|
2023
Q4 | $214K | Sell |
5,789
-553
| -9% | -$20.4K | 0.04% | 369 |
|
|
2023
Q3 | $213K | Sell |
6,342
-820
| -11% | -$27.6K | 0.04% | 358 |
|
|
2023
Q2 | $254K | Buy |
+7,162
| New | +$254K | 0.05% | 318 |
|
|
2017
Q2 | – | Sell |
-2,213
| Closed | -$201K | – | 191 |
|
|
2017
Q1 | $201K | Sell |
2,213
-237
| -10% | -$21.5K | 0.17% | 163 |
|
|
2016
Q4 | $214K | Hold |
2,450
| – | – | 0.18% | 158 |
|
|
2016
Q3 | $219K | Sell |
2,450
-217
| -8% | -$19.4K | 0.19% | 152 |
|
|
2016
Q2 | $236K | Sell |
2,667
-217
| -8% | -$19.2K | 0.14% | 164 |
|
|
2016
Q1 | $227K | Sell |
2,884
-835
| -22% | -$65.7K | 0.15% | 162 |
|
|
2015
Q4 | $271K | Sell |
3,719
-84
| -2% | -$6.12K | 0.15% | 167 |
|
|
2015
Q3 | $268K | Buy |
+3,803
| New | +$268K | 0.18% | 158 |
|