Forvis Mazars 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
Q3 | – | Sell |
-30,669
| Closed | -$988K | – | 437 |
|
|
2024
Q2 | $988K | Buy |
+30,669
| New | +$988K | 0.02% | 212 |
|
|
2017
Q4 | – | Sell |
-3,963
| Closed | -$307K | – | 244 |
|
|
2017
Q3 | $307K | Sell |
3,963
-143
| -3% | -$11.1K | 0.03% | 184 |
|
|
2017
Q2 | $352K | Buy |
4,106
+121
| +3% | +$10.4K | 0.04% | 173 |
|
|
2017
Q1 | $362K | Buy |
3,985
+586
| +17% | +$53.2K | 0.04% | 155 |
|
|
2016
Q4 | $297K | Buy |
3,399
+116
| +4% | +$10.1K | 0.04% | 161 |
|
|
2016
Q3 | $294K | Buy |
3,283
+109
| +3% | +$9.76K | 0.04% | 147 |
|
|
2016
Q2 | $281K | Sell |
3,174
-14
| -0.4% | -$1.24K | 0.04% | 147 |
|
|
2016
Q1 | $250K | Buy |
3,188
+83
| +3% | +$6.51K | 0.04% | 155 |
|
|
2015
Q4 | $226K | Buy |
3,105
+12
| +0.4% | +$873 | 0.03% | 168 |
|
|
2015
Q3 | $218K | Buy |
+3,093
| New | +$218K | 0.04% | 166 |
|