Financial Synergies Wealth Advisors’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 |
-22
| Closed | -$896 | – | 530 |
|
|
2023
Q4 | $896 | Buy |
+22
| New | +$896 | ﹤0.01% | 340 |
|
|
2023
Q3 | – | Sell |
-22
| Closed | -$781 | – | 512 |
|
|
2023
Q2 | $781 | Hold |
22
| – | – | ﹤0.01% | 409 |
|
|
2023
Q1 | $851 | Hold |
22
| – | – | ﹤0.01% | 388 |
|
|
2022
Q4 | $896 | Hold |
22
| – | – | ﹤0.01% | 340 |
|
|
2022
Q3 | $734 | Hold |
22
| – | – | ﹤0.01% | 335 |
|
|
2022
Q2 | $840 | Buy |
+22
| New | +$840 | ﹤0.01% | 326 |
|