KCM Investment Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,351
| Closed | -$218K | – | 413 |
|
|
2022
Q4 | $218K | Buy |
+5,351
| New | +$218K | 0.01% | 378 |
|
|
2018
Q4 | – | Sell |
-3,684
| Closed | -$203K | – | 496 |
|
|
2018
Q3 | $203K | Sell |
3,684
-2,514
| -41% | -$139K | 0.01% | 502 |
|
|
2018
Q2 | $389K | Sell |
6,198
-21,139
| -77% | -$1.33M | 0.02% | 393 |
|
|
2018
Q1 | $1.7M | Sell |
27,337
-2,480
| -8% | -$154K | 0.1% | 189 |
|
|
2017
Q4 | $2.32M | Sell |
29,817
-3,324
| -10% | -$259K | 0.14% | 154 |
|
|
2017
Q3 | $2.57M | Sell |
33,141
-999
| -3% | -$77.5K | 0.16% | 151 |
|
|
2017
Q2 | $2.92M | Sell |
34,140
-2,193
| -6% | -$188K | 0.18% | 136 |
|
|
2017
Q1 | $3.3M | Sell |
36,333
-2,984
| -8% | -$271K | 0.21% | 118 |
|
|
2016
Q4 | $3.43M | Buy |
39,317
+2,829
| +8% | +$247K | 0.23% | 116 |
|
|
2016
Q3 | $3.27M | Buy |
36,488
+3,199
| +10% | +$286K | 0.22% | 114 |
|
|
2016
Q2 | $2.95M | Buy |
33,289
+2,139
| +7% | +$189K | 0.21% | 127 |
|
|
2016
Q1 | $2.45M | Buy |
31,150
+593
| +2% | +$46.6K | 0.18% | 140 |
|
|
2015
Q4 | $2.22M | Sell |
30,557
-1,623
| -5% | -$118K | 0.18% | 145 |
|
|
2015
Q3 | $2.27M | Buy |
+32,180
| New | +$2.27M | 0.19% | 146 |
|