EWM
Evercore Wealth Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,438
| Closed | -$496K | – | 422 |
|
|
2024
Q1 | $496K | Sell |
13,438
-2,938
| -18% | -$108K | 0.01% | 284 |
|
|
2023
Q4 | $606K | Sell |
16,376
-1,707
| -9% | -$63.1K | 0.01% | 262 |
|
|
2023
Q3 | $608K | Sell |
18,083
-7,214
| -29% | -$243K | 0.01% | 250 |
|
|
2023
Q2 | $898K | Sell |
25,297
-9,393
| -27% | -$333K | 0.02% | 224 |
|
|
2023
Q1 | $1.34M | Buy |
34,690
+2,952
| +9% | +$114K | 0.03% | 184 |
|
|
2022
Q4 | $1.29M | Sell |
31,738
-883
| -3% | -$35.9K | 0.03% | 185 |
|
|
2022
Q3 | $1.09M | Sell |
32,621
-308
| -0.9% | -$10.3K | 0.02% | 194 |
|
|
2022
Q2 | $1.26M | Hold |
32,929
| – | – | 0.03% | 184 |
|
|
2022
Q1 | $1.3M | Sell |
32,929
-845
| -3% | -$33.3K | 0.02% | 200 |
|
|
2021
Q4 | $1.21M | Sell |
33,774
-5,680
| -14% | -$204K | 0.02% | 209 |
|
|
2021
Q3 | $1.45M | Sell |
39,454
-3,410
| -8% | -$126K | 0.03% | 187 |
|
|
2021
Q2 | $1.75M | Sell |
42,864
-2,927
| -6% | -$119K | 0.03% | 180 |
|
|
2021
Q1 | $1.83M | Buy |
45,791
+5,520
| +14% | +$221K | 0.04% | 175 |
|
|
2020
Q4 | $1.4M | Buy |
40,271
+2,928
| +8% | +$102K | 0.03% | 186 |
|
|
2020
Q3 | $1.12M | Buy |
37,343
+8,871
| +31% | +$266K | 0.03% | 184 |
|
|
2020
Q2 | $908K | Buy |
28,472
+1,868
| +7% | +$59.6K | 0.02% | 198 |
|
|
2020
Q1 | $658K | Buy |
+26,604
| New | +$658K | 0.02% | 211 |
|
|
2019
Q3 | – | Sell |
-11,626
| Closed | -$361K | – | 411 |
|
|
2019
Q2 | $361K | Sell |
11,626
-8,996
| -44% | -$279K | 0.01% | 315 |
|
|
2019
Q1 | $674K | Buy |
20,622
+775
| +4% | +$25.3K | 0.02% | 239 |
|
|
2018
Q4 | $854K | Sell |
19,847
-1,347
| -6% | -$58K | 0.03% | 195 |
|
|
2018
Q3 | $1.17M | Sell |
21,194
-5,181
| -20% | -$286K | 0.04% | 180 |
|
|
2018
Q2 | $1.66M | Sell |
26,375
-1,880
| -7% | -$118K | 0.06% | 154 |
|
|
2018
Q1 | $1.76M | Buy |
28,255
+5,697
| +25% | +$355K | 0.07% | 142 |
|
|
2017
Q4 | $1.75M | Sell |
22,558
-4,831
| -18% | -$376K | 0.07% | 147 |
|
|
2017
Q3 | $2.12M | Buy |
27,389
+111
| +0.4% | +$8.61K | 0.08% | 129 |
|
|
2017
Q2 | $2.34M | Sell |
27,278
-11,713
| -30% | -$1M | 0.09% | 124 |
|
|
2017
Q1 | $3.54M | Sell |
38,991
-4,571
| -10% | -$415K | 0.14% | 102 |
|
|
2016
Q4 | $3.8M | Sell |
43,562
-5,205
| -11% | -$455K | 0.16% | 100 |
|
|
2016
Q3 | $4.37M | Buy |
48,767
+21,780
| +81% | +$1.95M | 0.18% | 94 |
|
|
2016
Q2 | $2.39M | Sell |
26,987
-4,929
| -15% | -$436K | 0.11% | 117 |
|
|
2016
Q1 | $2.51M | Buy |
31,916
+5,698
| +22% | +$448K | 0.11% | 114 |
|
|
2015
Q4 | $1.91M | Buy |
26,218
+2,766
| +12% | +$201K | 0.09% | 133 |
|
|
2015
Q3 | $1.66M | Buy |
+23,452
| New | +$1.66M | 0.08% | 140 |
|