Investment House LLC’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-5,720
| Closed | -$315K | – | 181 |
|
2018
Q3 | $315K | Sell |
5,720
-1,890
| -25% | -$104K | 0.03% | 159 |
|
2018
Q2 | $478K | Buy |
7,610
+1,060
| +16% | +$66.6K | 0.06% | 138 |
|
2018
Q1 | $408K | Sell |
6,550
-4,297
| -40% | -$268K | 0.05% | 143 |
|
2017
Q4 | $843K | Sell |
10,847
-275
| -2% | -$21.4K | 0.1% | 114 |
|
2017
Q3 | $863K | Buy |
11,122
+115
| +1% | +$8.92K | 0.11% | 114 |
|
2017
Q2 | $943K | Hold |
11,007
| – | – | 0.13% | 115 |
|
2017
Q1 | $1M | Sell |
11,007
-216
| -2% | -$19.6K | 0.14% | 106 |
|
2016
Q4 | $980K | Hold |
11,223
| – | – | 0.15% | 104 |
|
2016
Q3 | $1.01M | Buy |
11,223
+125
| +1% | +$11.2K | 0.15% | 105 |
|
2016
Q2 | $982K | Buy |
11,098
+1,180
| +12% | +$104K | 0.16% | 98 |
|
2016
Q1 | $779K | Buy |
9,918
+500
| +5% | +$39.3K | 0.12% | 113 |
|
2015
Q4 | $685K | Buy |
+9,418
| New | +$685K | 0.11% | 111 |
|