HeadInvest LLC’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,151
| Closed | -$38.1K | – | 470 |
|
|
2023
Q3 | $38.1K | Buy |
+1,151
| New | +$38.1K | 0.01% | 383 |
|
|
2020
Q1 | – | Sell |
-6,979
| Closed | -$224K | – | 177 |
|
|
2019
Q4 | $224K | Buy |
+6,979
| New | +$224K | 0.06% | 183 |
|
|
2018
Q4 | – | Sell |
-4,481
| Closed | -$247K | – | 185 |
|
|
2018
Q3 | $247K | Buy |
4,481
+103
| +2% | +$5.68K | 0.07% | 157 |
|
|
2018
Q2 | $275K | Buy |
4,378
+534
| +14% | +$33.5K | 0.08% | 139 |
|
|
2018
Q1 | $239K | Sell |
3,844
-266
| -6% | -$16.5K | 0.08% | 136 |
|
|
2017
Q4 | $320K | Sell |
4,110
-1,030
| -20% | -$80.2K | 0.1% | 122 |
|
|
2017
Q3 | $397K | Buy |
5,140
+100
| +2% | +$7.72K | 0.12% | 108 |
|
|
2017
Q2 | $432K | Buy |
5,040
+50
| +1% | +$4.29K | 0.14% | 97 |
|
|
2017
Q1 | $453K | Buy |
4,990
+85
| +2% | +$7.72K | 0.15% | 90 |
|
|
2016
Q4 | $428K | Hold |
4,905
| – | – | 0.16% | 88 |
|
|
2016
Q3 | $434K | Buy |
4,905
+75
| +2% | +$6.64K | 0.15% | 91 |
|
|
2016
Q2 | $427K | Sell |
4,830
-200
| -4% | -$17.7K | 0.16% | 81 |
|
|
2016
Q1 | $395K | Hold |
5,030
| – | – | 0.15% | 84 |
|
|
2015
Q4 | $366K | Sell |
5,030
-1,200
| -19% | -$87.3K | 0.15% | 85 |
|
|
2015
Q3 | $440K | Buy |
+6,230
| New | +$440K | 0.18% | 77 |
|