Cassady Schiller Wealth Management’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.67K | Buy |
+87
| New | +$2.67K | ﹤0.01% | 525 |
|
|
2024
Q1 | – | Sell |
-161
| Closed | -$5.95K | – | 501 |
|
|
2023
Q4 | $5.95K | Hold |
161
| – | – | ﹤0.01% | 352 |
|
|
2023
Q3 | $5.42K | Hold |
161
| – | – | ﹤0.01% | 365 |
|
|
2023
Q2 | $5.72K | Hold |
161
| – | – | ﹤0.01% | 376 |
|
|
2023
Q1 | $6.23K | Hold |
161
| – | – | ﹤0.01% | 345 |
|
|
2022
Q4 | $6.55K | Buy |
+161
| New | +$6.55K | ﹤0.01% | 348 |
|
|
2022
Q1 | – | Sell |
-22
| Closed | -$1K | – | 361 |
|
|
2021
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 468 |
|