IHT Wealth Management’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,775
| Closed | -$238K | – | 1154 |
|
|
2024
Q3 | $238K | Buy |
+6,775
| New | +$238K | 0.01% | 1020 |
|
|
2024
Q1 | – | Sell |
-6,128
| Closed | -$227K | – | 1046 |
|
|
2023
Q4 | $227K | Buy |
+6,128
| New | +$227K | 0.01% | 874 |
|
|
2023
Q2 | – | Sell |
-5,262
| Closed | -$203K | – | 998 |
|
|
2023
Q1 | $203K | Buy |
+5,262
| New | +$203K | 0.01% | 856 |
|
|
2020
Q1 | – | Sell |
-7,083
| Closed | -$228K | – | 615 |
|
|
2019
Q4 | $228K | Buy |
+7,083
| New | +$228K | 0.03% | 532 |
|
|
2019
Q1 | – | Sell |
-6,081
| Closed | -$262K | – | 528 |
|
|
2018
Q4 | $262K | Buy |
6,081
+259
| +4% | +$11.2K | 0.05% | 364 |
|
|
2018
Q3 | $321K | Buy |
5,822
+81
| +1% | +$4.47K | 0.07% | 303 |
|
|
2018
Q2 | $361K | Buy |
5,741
+760
| +15% | +$47.8K | 0.09% | 263 |
|
|
2018
Q1 | $299K | Buy |
4,981
+30
| +0.6% | +$1.8K | 0.08% | 270 |
|
|
2017
Q4 | $389K | Buy |
4,951
+595
| +14% | +$46.7K | 0.1% | 241 |
|
|
2017
Q3 | $337K | Buy |
4,356
+56
| +1% | +$4.33K | 0.14% | 168 |
|
|
2017
Q2 | $313 | Buy |
4,300
+264
| +7% | +$19 | 0.15% | 165 |
|
|
2017
Q1 | $369K | Buy |
4,036
+75
| +2% | +$6.86K | 0.25% | 100 |
|
|
2016
Q4 | $347K | Buy |
+3,961
| New | +$347K | 0.26% | 96 |
|