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Confluence Wealth Services’s Kraft Heinz KHC Stock Holding History

Confluence Wealth Services’s Portfolio KHC Stock Details KHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,046
Closed -$227K – 355
2024
Q2 		$227K Buy
+7,046
New +$251K 0.02% 342
2023
Q3 		– Sell
-6,201
Closed -$220K – 267
2023
Q2 		$220K Sell
6,201
-610
-9% -$23.5K 0.05% 250
2023
Q1 		$263K Hold
6,811
– – 0.06% 214
2022
Q4 		$277K Hold
6,811
– – 0.07% 191
2022
Q3 		$227K Sell
6,811
-1,035
-13% -$38.5K 0.1% 202
2022
Q2 		$303K Hold
7,846
– – 0.13% 195
2022
Q1 		$309K Sell
7,846
-22
-0.3% -$824 0.11% 188
2021
Q4 		$282K Buy
+7,868
New +$283K 0.09% 190

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