Laurel Wealth Advisors (North Carolina)’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-277
| Closed | -$9.73K | – | 752 |
|
|
2024
Q3 | $9.73K | Buy |
277
+202
| +269% | +$6.95K | ﹤0.01% | 466 |
|
|
2024
Q2 | $2.42K | Sell |
75
-36
| -32% | -$1.28K | ﹤0.01% | 542 |
|
|
2024
Q1 | $4.1K | Hold |
111
| – | – | ﹤0.01% | 505 |
|
|
2023
Q4 | $4.11K | Hold |
111
| – | – | ﹤0.01% | 468 |
|
|
2023
Q3 | $3.73K | Hold |
111
| – | – | ﹤0.01% | 478 |
|
|
2023
Q2 | $3.94K | Hold |
111
| – | – | ﹤0.01% | 476 |
|
|
2023
Q1 | $4.29K | Hold |
111
| – | – | ﹤0.01% | 466 |
|
|
2022
Q4 | $4.52K | Sell |
111
-21
| -16% | -$797 | ﹤0.01% | 440 |
|
|
2022
Q3 | $4K | Hold |
132
| – | – | ﹤0.01% | 440 |
|
|
2022
Q2 | $5K | Hold |
132
| – | – | ﹤0.01% | 445 |
|
|
2022
Q1 | $5K | Hold |
132
| – | – | ﹤0.01% | 480 |
|
|
2021
Q4 | $5K | Hold |
132
| – | – | ﹤0.01% | 485 |
|
|
2021
Q3 | $5K | Hold |
132
| – | – | ﹤0.01% | 477 |
|
|
2021
Q2 | $5K | Hold |
132
| – | – | ﹤0.01% | 545 |
|
|
2021
Q1 | $5K | Hold |
132
| – | – | ﹤0.01% | 501 |
|
|
2020
Q4 | $5K | Hold |
132
| – | – | ﹤0.01% | 475 |
|
|
2020
Q3 | $4K | Hold |
132
| – | – | ﹤0.01% | 441 |
|
|
2020
Q2 | $4K | Sell |
132
-49
| -27% | -$1.47K | ﹤0.01% | 436 |
|
|
2020
Q1 | $4K | Hold |
181
| – | – | ﹤0.01% | 427 |
|
|
2019
Q4 | $6K | Sell |
181
-99
| -35% | -$3K | ﹤0.01% | 428 |
|
|
2019
Q3 | $8K | Sell |
280
-698
| -71% | -$20.1K | ﹤0.01% | 401 |
|
|
2019
Q2 | $30K | Sell |
978
-300
| -23% | -$9.46K | 0.01% | 283 |
|
|
2019
Q1 | $42K | Hold |
1,278
| – | – | 0.02% | 241 |
|
|
2018
Q4 | $55K | Buy |
+1,278
| New | +$66.2K | 0.02% | 209 |
|