CWP
Cyndeo Wealth Partners’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,698
| Closed | -$210K | – | 409 |
|
|
2024
Q1 | $210K | Sell |
5,698
-290
| -5% | -$10.7K | 0.02% | 372 |
|
|
2023
Q4 | $221K | Sell |
5,988
-1,014
| -14% | -$37.5K | 0.02% | 344 |
|
|
2023
Q3 | $236K | Sell |
7,002
-97,584
| -93% | -$3.28M | 0.02% | 302 |
|
|
2023
Q2 | $3.71M | Buy |
104,586
+7,347
| +8% | +$261K | 0.39% | 89 |
|
|
2023
Q1 | $3.76M | Buy |
97,239
+5,671
| +6% | +$219K | 0.41% | 80 |
|
|
2022
Q4 | $3.73M | Buy |
+91,568
| New | +$3.73M | 0.44% | 77 |
|