Global Wealth Management Investment Advisory’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 |
-100
| Closed | -$3.7K | – | 303 |
|
|
2023
Q4 | $3.7K | Sell |
100
-400
| -80% | -$14.8K | ﹤0.01% | 354 |
|
|
2023
Q3 | $16.8K | Sell |
500
-200
| -29% | -$6.73K | ﹤0.01% | 258 |
|
|
2023
Q2 | $24.9K | Buy |
+700
| New | +$24.9K | 0.01% | 233 |
|
|
2022
Q3 | – | Sell |
-423
| Closed | -$16K | – | 313 |
|
|
2022
Q2 | $16K | Sell |
423
-147
| -26% | -$5.56K | 0.01% | 249 |
|
|
2022
Q1 | $22K | Buy |
570
+15
| +3% | +$579 | 0.01% | 250 |
|
|
2021
Q4 | $20K | Sell |
555
-500
| -47% | -$18K | 0.01% | 257 |
|
|
2021
Q3 | $39K | Hold |
1,055
| – | – | 0.01% | 216 |
|
|
2021
Q2 | $43K | Hold |
1,055
| – | – | 0.01% | 204 |
|
|
2021
Q1 | $42K | Sell |
1,055
-166
| -14% | -$6.61K | 0.02% | 204 |
|
|
2020
Q4 | $42K | Sell |
1,221
-350
| -22% | -$12K | 0.02% | 193 |
|
|
2020
Q3 | $47K | Sell |
1,571
-11
| -0.7% | -$329 | 0.02% | 184 |
|
|
2020
Q2 | $50K | Buy |
1,582
+340
| +27% | +$10.7K | 0.02% | 192 |
|
|
2020
Q1 | $31K | Hold |
1,242
| – | – | 0.02% | 210 |
|
|
2019
Q4 | $40K | Sell |
1,242
-35
| -3% | -$1.13K | 0.02% | 201 |
|
|
2019
Q3 | $36K | Sell |
1,277
-400
| -24% | -$11.3K | 0.02% | 193 |
|
|
2019
Q2 | $52K | Sell |
1,677
-293
| -15% | -$9.09K | 0.03% | 168 |
|
|
2019
Q1 | $64K | Sell |
1,970
-24,364
| -93% | -$792K | 0.03% | 184 |
|
|
2018
Q4 | $1.13M | Buy |
+26,334
| New | +$1.13M | 0.66% | 56 |
|