Bridgewater Wealth & Financial Management’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,069
| Closed | -$279K | – | 118 |
|
|
2017
Q1 | $279K | Sell |
3,069
-84,131
| -96% | -$7.65M | 0.1% | 85 |
|
|
2016
Q4 | $7.61M | Sell |
87,200
-2,848
| -3% | -$249K | 2.88% | 10 |
|
|
2016
Q3 | $8.06M | Sell |
90,048
-3,430
| -4% | -$307K | 2.97% | 8 |
|
|
2016
Q2 | $8.27M | Sell |
93,478
-624
| -0.7% | -$55.2K | 2.98% | 9 |
|
|
2016
Q1 | $7.39M | Buy |
94,102
+156
| +0.2% | +$12.3K | 2.69% | 14 |
|
|
2015
Q4 | $6.84M | Buy |
93,946
+3,508
| +4% | +$255K | 2.65% | 17 |
|
|
2015
Q3 | $6.38M | Buy |
+90,438
| New | +$6.38M | 2.64% | 14 |
|