Buckingham Strategic 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
Q2
$352K Buy
10,935
+64
+0.6% +$2.06K ﹤0.01% 557
2024
Q1
$401K Buy
10,871
+2,658
+32% +$98.1K ﹤0.01% 517
2023
Q4
$304K Buy
8,213
+271
+3% +$10K ﹤0.01% 570
2023
Q3
$267K Buy
7,942
+1,621
+26% +$54.5K ﹤0.01% 555
2023
Q2
$224K Buy
6,321
+571
+10% +$20.3K ﹤0.01% 601
2023
Q1
$234K Hold
5,750
﹤0.01% 534
2022
Q4
$234K Buy
+5,750
New +$234K ﹤0.01% 536
2022
Q3
Sell
-5,503
Closed -$210K 625
2022
Q2
$210K Sell
5,503
-13
-0.2% -$496 ﹤0.01% 547
2022
Q1
$217K Buy
+5,516
New +$217K ﹤0.01% 547
2021
Q4
Sell
-5,710
Closed -$210K 614
2021
Q3
$210K Buy
5,710
+78
+1% +$2.87K ﹤0.01% 557
2021
Q2
$230K Sell
5,632
-115
-2% -$4.7K 0.01% 528
2021
Q1
$230K Buy
+5,747
New +$230K 0.01% 488
2020
Q4
Sell
-47,945
Closed -$1.44M 556
2020
Q3
$1.44M Buy
+47,945
New +$1.44M 0.11% 143
2018
Q4
Sell
-6,051
Closed -$333K 373
2018
Q3
$333K Sell
6,051
-1,210
-17% -$66.6K 0.05% 253
2018
Q2
$456K Buy
7,261
+3,336
+85% +$210K 0.07% 193
2018
Q1
$244K Sell
3,925
-214
-5% -$13.3K 0.05% 266
2017
Q4
$322K Buy
4,139
+893
+28% +$69.5K 0.07% 230
2017
Q3
$252K Sell
3,246
-660
-17% -$51.2K 0.06% 244
2017
Q2
$335K Buy
+3,906
New +$335K 0.08% 203