Lake Street Advisors Group’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,471
| Closed | -$202K | – | 648 |
|
|
2024
Q1 | $202K | Sell |
5,471
-482
| -8% | -$17.8K | 0.01% | 560 |
|
|
2023
Q4 | $220K | Buy |
+5,953
| New | +$220K | 0.01% | 522 |
|
|
2021
Q2 | – | Sell |
-5,106
| Closed | -$204K | – | 342 |
|
|
2021
Q1 | $204K | Buy |
+5,106
| New | +$204K | 0.02% | 306 |
|
|
2018
Q3 | – | Sell |
-4,015
| Closed | -$252K | – | 273 |
|
|
2018
Q2 | $252K | Buy |
4,015
+785
| +24% | +$49.3K | 0.03% | 263 |
|
|
2018
Q1 | $201K | Sell |
3,230
-69
| -2% | -$4.29K | 0.02% | 294 |
|
|
2017
Q4 | $257K | Buy |
+3,299
| New | +$257K | 0.03% | 260 |
|