Concord Wealth Partners’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5
| Closed | -$161 | – | 988 |
|
|
2024
Q2 | $161 | Buy |
+5
| New | +$161 | ﹤0.01% | 800 |
|
|
2023
Q3 | – | Sell |
-80
| Closed | -$2.85K | – | 1059 |
|
|
2023
Q2 | $2.85K | Buy |
80
+1
| +1% | +$36 | ﹤0.01% | 811 |
|
|
2023
Q1 | $3.07K | Hold |
79
| – | – | ﹤0.01% | 750 |
|
|
2022
Q4 | $3.2K | Buy |
+79
| New | +$3.2K | ﹤0.01% | 854 |
|
|
2022
Q3 | – | Sell |
-522
| Closed | -$20K | – | 676 |
|
|
2022
Q2 | $20K | Buy |
522
+1
| +0.2% | +$38 | 0.01% | 544 |
|
|
2022
Q1 | $21K | Buy |
521
+45
| +9% | +$1.81K | 0.01% | 621 |
|
|
2021
Q4 | $17K | Buy |
476
+464
| +3,867% | +$16.6K | ﹤0.01% | 678 |
|
|
2021
Q3 | $0 | Sell |
12
-401
| -97% | – | ﹤0.01% | 972 |
|
|
2021
Q2 | $17K | Buy |
413
+40
| +11% | +$1.65K | ﹤0.01% | 538 |
|
|
2021
Q1 | $15K | Sell |
373
-439
| -54% | -$17.7K | 0.01% | 523 |
|
|
2020
Q4 | $28K | Buy |
+812
| New | +$28K | 0.02% | 271 |
|