Brighton Jones LLC’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 |
-8,185
| Closed | -$264K | – | 631 |
|
2024
Q2 | $264K | Sell |
8,185
-428
| -5% | -$13.8K | 0.01% | 500 |
|
2024
Q1 | $318K | Buy |
8,613
+276
| +3% | +$10.2K | 0.01% | 450 |
|
2023
Q4 | $308K | Buy |
8,337
+161
| +2% | +$5.95K | 0.01% | 436 |
|
2023
Q3 | $275K | Buy |
8,176
+558
| +7% | +$18.8K | 0.01% | 421 |
|
2023
Q2 | $270K | Buy |
+7,618
| New | +$270K | 0.01% | 430 |
|
2022
Q1 | – | Sell |
-7,770
| Closed | -$279K | – | 532 |
|
2021
Q4 | $279K | Buy |
+7,770
| New | +$279K | 0.01% | 392 |
|
2021
Q2 | – | Sell |
-6,079
| Closed | -$243K | – | 489 |
|
2021
Q1 | $243K | Buy |
6,079
+14
| +0.2% | +$560 | 0.01% | 358 |
|
2020
Q4 | $210K | Buy |
+6,065
| New | +$210K | 0.01% | 367 |
|