HPIA
Hamilton Point Investment Advisors’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-13,443
| Closed | -$1.22M | – | 74 |
|
|
2017
Q1 | $1.22M | Sell |
13,443
-182
| -1% | -$16.5K | 0.7% | 59 |
|
|
2016
Q4 | $1.19M | Buy |
13,625
+120
| +0.9% | +$10.5K | 0.74% | 59 |
|
|
2016
Q3 | $1.21M | Buy |
13,505
+726
| +6% | +$65K | 0.76% | 58 |
|
|
2016
Q2 | $1.13M | Buy |
12,779
+560
| +5% | +$49.6K | 0.74% | 59 |
|
|
2016
Q1 | $960K | Buy |
12,219
+118
| +1% | +$9.27K | 0.64% | 60 |
|
|
2015
Q4 | $880K | Buy |
12,101
+1,292
| +12% | +$94K | 0.61% | 62 |
|
|
2015
Q3 | $763K | Buy |
+10,809
| New | +$763K | 0.6% | 62 |
|