FinTrust Capital 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
Q3 | $102K | Buy |
2,919
+506
| +21% | +$17.8K | 0.02% | 424 |
|
|
2024
Q2 | $77.7K | Sell |
2,413
-453
| -16% | -$14.6K | 0.01% | 442 |
|
|
2024
Q1 | $106K | Sell |
2,866
-2,610
| -48% | -$96.3K | 0.02% | 376 |
|
|
2023
Q4 | $203K | Hold |
5,476
| – | – | 0.04% | 271 |
|
|
2023
Q3 | $184K | Buy |
5,476
+1,293
| +31% | +$43.5K | 0.04% | 270 |
|
|
2023
Q2 | $170K | Hold |
4,183
| – | – | 0.04% | 281 |
|
|
2023
Q1 | $170K | Hold |
4,183
| – | – | 0.04% | 277 |
|
|
2022
Q4 | $170K | Hold |
4,183
| – | – | 0.04% | 278 |
|
|
2022
Q3 | $151K | Hold |
4,183
| – | – | 0.04% | 302 |
|
|
2022
Q2 | $160K | Hold |
4,183
| – | – | 0.04% | 297 |
|
|
2022
Q1 | $165K | Buy |
+4,183
| New | +$165K | 0.04% | 315 |
|
|
2020
Q2 | – | Sell |
-91
| Closed | -$2K | – | 1101 |
|
|
2020
Q1 | $2K | Hold |
91
| – | – | ﹤0.01% | 1003 |
|
|
2019
Q4 | $3K | Sell |
91
-204
| -69% | -$6.73K | ﹤0.01% | 934 |
|
|
2019
Q3 | $8K | Hold |
295
| – | – | ﹤0.01% | 777 |
|
|
2019
Q2 | $9K | Sell |
295
-145
| -33% | -$4.42K | ﹤0.01% | 747 |
|
|
2019
Q1 | $15K | Sell |
440
-486
| -52% | -$16.6K | 0.01% | 672 |
|
|
2018
Q4 | $40K | Buy |
+926
| New | +$40K | 0.02% | 426 |
|