Fort Point Capital Partners’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,773
| Closed | -$213K | – | 317 |
|
|
2024
Q1 | $213K | Buy |
+5,773
| New | +$213K | 0.03% | 297 |
|
|
2023
Q4 | – | Sell |
-7,397
| Closed | -$249K | – | 301 |
|
|
2023
Q3 | $249K | Hold |
7,397
| – | – | 0.04% | 229 |
|
|
2023
Q2 | $263K | Buy |
7,397
+125
| +2% | +$4.44K | 0.04% | 225 |
|
|
2023
Q1 | $281K | Buy |
7,272
+74
| +1% | +$2.86K | 0.04% | 215 |
|
|
2022
Q4 | $293K | Hold |
7,198
| – | – | 0.05% | 203 |
|
|
2022
Q3 | $240K | Buy |
7,198
+768
| +12% | +$25.6K | 0.04% | 224 |
|
|
2022
Q2 | $245K | Hold |
6,430
| – | – | 0.04% | 236 |
|
|
2022
Q1 | $253K | Buy |
6,430
+726
| +13% | +$28.6K | 0.04% | 235 |
|
|
2021
Q4 | $205K | Buy |
+5,704
| New | +$205K | 0.03% | 269 |
|