Laurel Wealth Advisors (California)’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $222K | Buy |
+5,461
| New | +$222K | 0.02% | 604 |
|
|
2022
Q3 | – | Sell |
-5,244
| Closed | -$200K | – | 645 |
|
|
2022
Q2 | $200K | Sell |
5,244
-3,268
| -38% | -$125K | 0.02% | 646 |
|
|
2022
Q1 | $335K | Sell |
8,512
-35
| -0.4% | -$1.38K | 0.03% | 545 |
|
|
2021
Q4 | $307K | Buy |
8,547
+455
| +6% | +$16.3K | 0.02% | 612 |
|
|
2021
Q3 | $298K | Sell |
8,092
-68
| -0.8% | -$2.5K | 0.05% | 339 |
|
|
2021
Q2 | $332K | Buy |
8,160
+32
| +0.4% | +$1.3K | 0.04% | 374 |
|
|
2021
Q1 | $325K | Sell |
8,128
-1,696
| -17% | -$67.8K | 0.05% | 339 |
|
|
2020
Q4 | $341K | Sell |
9,824
-493
| -5% | -$17.1K | 0.05% | 311 |
|
|
2020
Q3 | $309K | Sell |
10,317
-800
| -7% | -$24K | 0.05% | 291 |
|
|
2020
Q2 | $354K | Buy |
+11,117
| New | +$354K | 0.06% | 269 |
|
|
2020
Q1 | – | Sell |
-7,656
| Closed | -$246K | – | 392 |
|
|
2019
Q4 | $246K | Sell |
7,656
-3,799
| -33% | -$122K | 0.04% | 387 |
|
|
2019
Q3 | $320K | Sell |
11,455
-77
| -0.7% | -$2.15K | 0.05% | 324 |
|
|
2019
Q2 | $358K | Sell |
11,532
-1,402
| -11% | -$43.5K | 0.08% | 263 |
|
|
2019
Q1 | $422K | Sell |
12,934
-1,067
| -8% | -$34.8K | 0.1% | 214 |
|
|
2018
Q4 | $602K | Sell |
14,001
-934
| -6% | -$40.2K | 0.18% | 133 |
|
|
2018
Q3 | $823K | Sell |
14,935
-3,676
| -20% | -$203K | 0.2% | 119 |
|
|
2018
Q2 | $1.17M | Sell |
18,611
-1,004
| -5% | -$63.1K | 0.31% | 87 |
|
|
2018
Q1 | $1.22M | Buy |
19,615
+562
| +3% | +$35K | 0.38% | 74 |
|
|
2017
Q4 | $1.48M | Buy |
19,053
+840
| +5% | +$65.3K | 0.43% | 65 |
|
|
2017
Q3 | $1.41M | Buy |
18,213
+2,311
| +15% | +$179K | 0.47% | 60 |
|
|
2017
Q2 | $1.36M | Buy |
15,902
+293
| +2% | +$25.1K | 0.48% | 60 |
|
|
2017
Q1 | $1.42M | Buy |
15,609
+210
| +1% | +$19.1K | 0.55% | 52 |
|
|
2016
Q4 | $1.34M | Buy |
15,399
+2,314
| +18% | +$202K | 0.6% | 45 |
|
|
2016
Q3 | $1.17M | Sell |
13,085
-832
| -6% | -$74.5K | 0.55% | 51 |
|
|
2016
Q2 | $1.23M | Sell |
13,917
-82
| -0.6% | -$7.25K | 0.59% | 44 |
|
|
2016
Q1 | $1.1M | Buy |
13,999
+123
| +0.9% | +$9.67K | 0.55% | 51 |
|
|
2015
Q4 | $1.01M | Buy |
+13,876
| New | +$1.01M | 0.52% | 57 |
|