Buckingham Strategic Wealth’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $352K | Buy |
10,935
+64
| +0.6% | +$2.28K | ﹤0.01% | 557 |
|
|
2024
Q1 | $401K | Buy |
10,871
+2,658
| +32% | +$96.6K | ﹤0.01% | 517 |
|
|
2023
Q4 | $304K | Buy |
8,213
+271
| +3% | +$9.21K | ﹤0.01% | 570 |
|
|
2023
Q3 | $267K | Buy |
7,942
+1,621
| +26% | +$56K | ﹤0.01% | 555 |
|
|
2023
Q2 | $224K | Buy |
6,321
+571
| +10% | +$22K | ﹤0.01% | 601 |
|
|
2023
Q1 | $234K | Hold |
5,750
| – | – | ﹤0.01% | 534 |
|
|
2022
Q4 | $234K | Buy |
+5,750
| New | +$218K | ﹤0.01% | 536 |
|
|
2022
Q3 | – | Sell |
-5,503
| Closed | -$210K | – | 627 |
|
|
2022
Q2 | $210K | Sell |
5,503
-13
| -0.2% | -$521 | ﹤0.01% | 547 |
|
|
2022
Q1 | $217K | Buy |
+5,516
| New | +$207K | ﹤0.01% | 547 |
|
|
2021
Q4 | – | Sell |
-5,710
| Closed | -$210K | – | 615 |
|
|
2021
Q3 | $210K | Buy |
5,710
+78
| +1% | +$2.94K | ﹤0.01% | 557 |
|
|
2021
Q2 | $230K | Sell |
5,632
-115
| -2% | -$4.84K | 0.01% | 529 |
|
|
2021
Q1 | $230K | Buy |
+5,747
| New | +$207K | 0.01% | 488 |
|
|
2020
Q4 | – | Sell |
-47,945
| Closed | -$1.44M | – | 556 |
|
|
2020
Q3 | $1.44M | Buy |
+47,945
| New | +$1.6M | 0.11% | 143 |
|
|
2018
Q4 | – | Sell |
-6,051
| Closed | -$333K | – | 374 |
|
|
2018
Q3 | $333K | Sell |
6,051
-1,210
| -17% | -$72.3K | 0.05% | 253 |
|
|
2018
Q2 | $456K | Buy |
7,261
+3,336
| +85% | +$198K | 0.07% | 193 |
|
|
2018
Q1 | $244K | Sell |
3,925
-214
| -5% | -$15.3K | 0.05% | 266 |
|
|
2017
Q4 | $322K | Buy |
4,139
+893
| +28% | +$70.2K | 0.07% | 230 |
|
|
2017
Q3 | $252K | Sell |
3,246
-660
| -17% | -$55.2K | 0.06% | 244 |
|
|
2017
Q2 | $335K | Buy |
+3,906
| New | +$354K | 0.08% | 203 |
|
Other funds holding KHC
