CPIA
Cornell Pochily Investment Advisors’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,017
| Closed | -$281K | – | 176 |
|
|
2024
Q3 | $281K | Sell |
8,017
-119
| -1% | -$4.18K | 0.1% | 149 |
|
|
2024
Q2 | $262K | Buy |
8,136
+32
| +0.4% | +$1.03K | 0.1% | 144 |
|
|
2024
Q1 | $299K | Sell |
8,104
-256
| -3% | -$9.45K | 0.12% | 139 |
|
|
2023
Q4 | $309K | Sell |
8,360
-1,035
| -11% | -$38.3K | 0.13% | 142 |
|
|
2023
Q3 | $316K | Buy |
9,395
+366
| +4% | +$12.3K | 0.14% | 138 |
|
|
2023
Q2 | $321K | Buy |
9,029
+2,100
| +30% | +$74.6K | 0.13% | 141 |
|
|
2023
Q1 | $268K | Buy |
6,929
+382
| +6% | +$14.8K | 0.11% | 151 |
|
|
2022
Q4 | $267K | Sell |
6,547
-294
| -4% | -$12K | 0.12% | 148 |
|
|
2022
Q3 | $228K | Buy |
6,841
+7
| +0.1% | +$233 | 0.1% | 150 |
|
|
2022
Q2 | $261K | Buy |
6,834
+407
| +6% | +$15.5K | 0.12% | 147 |
|
|
2022
Q1 | $253K | Buy |
6,427
+5
| +0.1% | +$197 | 0.1% | 151 |
|
|
2021
Q4 | $231K | Sell |
6,422
-802
| -11% | -$28.8K | 0.09% | 154 |
|
|
2021
Q3 | $266K | Buy |
7,224
+2,306
| +47% | +$84.9K | 0.12% | 145 |
|
|
2021
Q2 | $201K | Buy |
+4,918
| New | +$201K | 0.09% | 158 |
|
|
2018
Q3 | – | Sell |
-3,692
| Closed | -$231K | – | 131 |
|
|
2018
Q2 | $231K | Sell |
3,692
-70
| -2% | -$4.38K | 0.16% | 118 |
|
|
2018
Q1 | $234K | Sell |
3,762
-178
| -5% | -$11.1K | 0.17% | 116 |
|
|
2017
Q4 | $306K | Buy |
+3,940
| New | +$306K | 0.2% | 105 |
|