Eads & Heald Wealth Management’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,045
| Closed | -$224K | – | 146 |
|
|
2023
Q4 | $224K | Sell |
6,045
-115
| -2% | -$4.26K | 0.11% | 140 |
|
|
2023
Q3 | $207K | Hold |
6,160
| – | – | 0.11% | 138 |
|
|
2023
Q2 | $219K | Buy |
6,160
+165
| +3% | +$5.87K | 0.11% | 139 |
|
|
2023
Q1 | $232K | Sell |
5,995
-13
| -0.2% | -$503 | 0.11% | 136 |
|
|
2022
Q4 | $245K | Hold |
6,008
| – | – | 0.12% | 137 |
|
|
2022
Q3 | $200K | Hold |
6,008
| – | – | 0.11% | 139 |
|
|
2022
Q2 | $229K | Buy |
+6,008
| New | +$229K | 0.12% | 144 |
|