CWM
Cedar Wealth Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51K | Buy |
+136
| New | +$3.51K | ﹤0.01% | 203 |
|
|
2023
Q3 | – | Sell |
-2,786
| Closed | -$98.9K | – | 301 |
|
|
2023
Q2 | $98.9K | Sell |
2,786
-1,393
| -33% | -$49.5K | 0.04% | 129 |
|
|
2023
Q1 | $162K | Sell |
4,179
-1,393
| -25% | -$53.9K | 0.07% | 105 |
|
|
2022
Q4 | $227K | Sell |
5,572
-2,938
| -35% | -$120K | 0.11% | 88 |
|
|
2022
Q3 | $284K | Hold |
8,510
| – | – | 0.14% | 86 |
|
|
2022
Q2 | $325K | Buy |
8,510
+4,534
| +114% | +$173K | 0.15% | 85 |
|
|
2022
Q1 | $157K | Sell |
3,976
-15,099
| -79% | -$596K | 0.06% | 128 |
|
|
2021
Q4 | $685K | Buy |
19,075
+5,004
| +36% | +$180K | 0.28% | 69 |
|
|
2021
Q3 | $518K | Buy |
14,071
+451
| +3% | +$16.6K | 0.23% | 74 |
|
|
2021
Q2 | $555K | Sell |
13,620
-8,419
| -38% | -$343K | 0.25% | 70 |
|
|
2021
Q1 | $882K | Sell |
22,039
-2,992
| -12% | -$120K | 0.44% | 44 |
|
|
2020
Q4 | $868K | Buy |
25,031
+5,912
| +31% | +$205K | 0.47% | 40 |
|
|
2020
Q3 | $573K | Hold |
19,119
| – | – | 0.36% | 43 |
|
|
2020
Q2 | $610K | Sell |
19,119
-256
| -1% | -$8.17K | 0.41% | 38 |
|
|
2020
Q1 | $479K | Buy |
19,375
+11,030
| +132% | +$273K | 0.32% | 41 |
|
|
2019
Q4 | $268K | Sell |
8,345
-130
| -2% | -$4.18K | 0.16% | 59 |
|
|
2019
Q3 | $237K | Sell |
8,475
-1,839
| -18% | -$51.4K | 0.16% | 60 |
|
|
2019
Q2 | $320K | Sell |
10,314
-90
| -0.9% | -$2.79K | 0.21% | 42 |
|
|
2019
Q1 | $340K | Sell |
10,404
-320
| -3% | -$10.5K | 0.21% | 36 |
|
|
2018
Q4 | $462K | Buy |
10,724
+100
| +0.9% | +$4.31K | 0.33% | 29 |
|
|
2018
Q3 | $585K | Hold |
10,624
| – | – | 0.31% | 26 |
|
|
2018
Q2 | $667K | Sell |
10,624
-70
| -0.7% | -$4.4K | 0.37% | 13 |
|
|
2018
Q1 | $666K | Hold |
10,694
| – | – | 0.41% | 14 |
|
|
2017
Q4 | $832K | Hold |
10,694
| – | – | 0.5% | 13 |
|
|
2017
Q3 | $829K | Hold |
10,694
| – | – | 0.49% | 13 |
|
|
2017
Q2 | $916K | Hold |
10,694
| – | – | 0.6% | 12 |
|
|
2017
Q1 | $971K | Hold |
10,694
| – | – | 0.6% | 11 |
|
|
2016
Q4 | $934K | Hold |
10,694
| – | – | 0.64% | 10 |
|
|
2016
Q3 | $957K | Sell |
10,694
-350
| -3% | -$31.3K | 0.66% | 10 |
|
|
2016
Q2 | $977K | Sell |
11,044
-520
| -4% | -$46K | 0.62% | 9 |
|
|
2016
Q1 | $908K | Buy |
11,564
+380
| +3% | +$29.8K | 0.63% | 9 |
|
|
2015
Q4 | $814K | Buy |
+11,184
| New | +$814K | 0.69% | 8 |
|