KJWM
Kiley Juergens Wealth Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,549
| Closed | -$355K | – | 68 |
|
|
2023
Q3 | $355K | Sell |
10,549
-2,150
| -17% | -$72.3K | 0.13% | 70 |
|
|
2023
Q2 | $451K | Sell |
12,699
-6,430
| -34% | -$228K | 0.16% | 67 |
|
|
2023
Q1 | $740K | Sell |
19,129
-1,550
| -7% | -$59.9K | 0.28% | 55 |
|
|
2022
Q4 | $842K | Sell |
20,679
-1,254
| -6% | -$51.1K | 0.35% | 51 |
|
|
2022
Q3 | $731K | Sell |
21,933
-1,393
| -6% | -$46.4K | 0.34% | 53 |
|
|
2022
Q2 | $889K | Buy |
23,326
+6,321
| +37% | +$241K | 0.42% | 47 |
|
|
2022
Q1 | $670K | Sell |
17,005
-6,638
| -28% | -$262K | 0.32% | 46 |
|
|
2021
Q4 | $849K | Buy |
23,643
+200
| +0.9% | +$7.18K | 0.32% | 53 |
|
|
2021
Q3 | $863K | Sell |
23,443
-311
| -1% | -$11.4K | 0.38% | 47 |
|
|
2021
Q2 | $968K | Sell |
23,754
-288
| -1% | -$11.7K | 0.44% | 42 |
|
|
2021
Q1 | $961K | Buy |
24,042
+1,191
| +5% | +$47.6K | 0.5% | 37 |
|
|
2020
Q4 | $792K | Buy |
+22,851
| New | +$792K | 0.47% | 36 |
|
|
2018
Q4 | – | Sell |
-3,302
| Closed | -$182K | – | 366 |
|
|
2018
Q3 | $182K | Buy |
3,302
+1,500
| +83% | +$82.7K | 0.14% | 106 |
|
|
2018
Q2 | $113K | Buy |
+1,802
| New | +$113K | 0.1% | 124 |
|
|
2018
Q1 | – | Sell |
-1,895
| Closed | -$147K | – | 365 |
|
|
2017
Q4 | $147K | Buy |
+1,895
| New | +$147K | 0.13% | 96 |
|