Cary Street Partners Investment Advisory’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,624
| Closed | -$54.6K | – | 1273 |
|
|
2023
Q3 | $54.6K | Buy |
1,624
+457
| +39% | +$15.4K | ﹤0.01% | 846 |
|
|
2023
Q2 | $41.4K | Buy |
1,167
+124
| +12% | +$4.4K | ﹤0.01% | 863 |
|
|
2023
Q1 | $40.3K | Sell |
1,043
-122
| -10% | -$4.72K | ﹤0.01% | 798 |
|
|
2022
Q4 | $47.4K | Buy |
+1,165
| New | +$47.4K | ﹤0.01% | 761 |
|
|
2021
Q1 | – | Sell |
-8,714
| Closed | -$302K | – | 371 |
|
|
2020
Q4 | $302K | Buy |
8,714
+8,308
| +2,046% | +$288K | 0.06% | 253 |
|
|
2020
Q3 | $12K | Buy |
+406
| New | +$12K | ﹤0.01% | 742 |
|