Focused Wealth Management’s Kraft Heinz KHC Stock Holding History

Focused Wealth Management’s Portfolio KHC Stock Details KHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,506	Closed	-$92.7K	–	554
2023 Q4	$92.7K	Buy	2,506 +1,667	+199%	+$61.6K	0.02%	209
2023 Q3	$28.2K	Buy	839 +1	+0.1%	+$34	0.01%	365
2023 Q2	$29.7K	Buy	838 +55	+7%	+$1.95K	0.01%	364
2023 Q1	$30.3K	Sell	783 -81	-9%	-$3.13K	0.01%	372
2022 Q4	$35.2K	Buy	864 +86	+11%	+$3.5K	0.01%	347
2022 Q3	$26K	Buy	778 +4	+0.5%	+$134	0.01%	350
2022 Q2	$30K	Buy	774 +2	+0.3%	+$78	0.01%	337
2022 Q1	$30K	Buy	772 +387	+101%	+$15K	﹤0.01%	361
2021 Q4	$14K	Buy	385 +3	+0.8%	+$109	﹤0.01%	517
2021 Q3	$14K	Sell	382 -63	-14%	-$2.31K	﹤0.01%	535
2021 Q2	$18K	Sell	445 -100	-18%	-$4.05K	﹤0.01%	507
2021 Q1	$22K	Sell	545 -4,998	-90%	-$202K	﹤0.01%	473
2020 Q4	$192K	Buy	5,543 +3	+0.1%	+$104	0.04%	158
2020 Q3	$166K	Sell	5,540 -196	-3%	-$5.87K	0.04%	157
2020 Q2	$183K	Buy	5,736 +5,003	+683%	+$160K	0.04%	143
2020 Q1	$18K	Buy	733 +4	+0.5%	+$98	0.01%	384
2019 Q4	$23K	Sell	729 -147	-17%	-$4.64K	0.01%	384
2019 Q3	$24K	Sell	876 -211	-19%	-$5.78K	0.01%	363
2019 Q2	$34K	Sell	1,087 -179	-14%	-$5.6K	0.01%	355
2019 Q1	$41K	Buy	1,266 +5	+0.4%	+$162	0.01%	305
2018 Q4	$54K	Buy	1,261 +276	+28%	+$11.8K	0.02%	294
2018 Q3	$54K	Buy	985 +118	+14%	+$6.47K	0.02%	288
2018 Q2	$54K	Sell	867 -273	-24%	-$17K	0.02%	271
2018 Q1	$71K	Sell	1,140 -533	-32%	-$33.2K	0.02%	264
2017 Q4	$130K	Sell	1,673 -80	-5%	-$6.22K	0.04%	206
2017 Q3	$136K	Buy	1,753 +20	+1%	+$1.55K	0.05%	141
2017 Q2	$148K	Hold	1,733	–	–	0.06%	181
2017 Q1	$157K	Buy	1,733 +1,420	+454%	+$129K	0.06%	171
2016 Q4	$27K	Sell	313 -1,414	-82%	-$122K	0.01%	342
2016 Q3	$155K	Sell	1,727 -10	-0.6%	-$898	0.07%	175
2016 Q2	$154K	Buy	1,737 +21	+1%	+$1.86K	0.07%	170
2016 Q1	$135K	Buy	1,716 +74	+5%	+$5.82K	0.07%	122
2015 Q4	$119K	Buy	1,642 +2	+0.1%	+$145	0.07%	135
2015 Q3	$116K	Buy	+1,640	New	+$116K	0.07%	127