Lee Financial’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16
| Closed | -$592 | – | 517 |
|
|
2023
Q4 | $592 | Sell |
16
-30
| -65% | -$1.11K | ﹤0.01% | 820 |
|
|
2023
Q3 | $1.55K | Hold |
46
| – | – | ﹤0.01% | 736 |
|
|
2023
Q2 | $1.63K | Hold |
46
| – | – | ﹤0.01% | 694 |
|
|
2023
Q1 | $1.78K | Sell |
46
-236
| -84% | -$9.13K | ﹤0.01% | 694 |
|
|
2022
Q4 | $11.5K | Hold |
282
| – | – | ﹤0.01% | 437 |
|
|
2022
Q3 | $10K | Sell |
282
-14
| -5% | -$496 | ﹤0.01% | 435 |
|
|
2022
Q2 | $12K | Buy |
296
+250
| +543% | +$10.1K | ﹤0.01% | 422 |
|
|
2022
Q1 | $2K | Sell |
46
-35
| -43% | -$1.52K | ﹤0.01% | 656 |
|
|
2021
Q4 | $3K | Buy |
81
+35
| +76% | +$1.3K | ﹤0.01% | 674 |
|
|
2021
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 625 |
|
|
2021
Q2 | $2K | Hold |
46
| – | – | ﹤0.01% | 585 |
|
|
2021
Q1 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 458 |
|
|
2019
Q4 | – | Sell |
-57
| Closed | -$2K | – | 506 |
|
|
2019
Q3 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 483 |
|
|
2019
Q1 | – | Sell |
-153
| Closed | -$7K | – | 529 |
|
|
2018
Q4 | $7K | Sell |
153
-114
| -43% | -$5.22K | ﹤0.01% | 332 |
|
|
2018
Q3 | $15K | Sell |
267
-3,129
| -92% | -$176K | ﹤0.01% | 279 |
|
|
2018
Q2 | $213K | Buy |
3,396
+2,952
| +665% | +$185K | 0.05% | 155 |
|
|
2018
Q1 | $27K | Buy |
444
+231
| +108% | +$14K | 0.01% | 316 |
|
|
2017
Q4 | $17K | Buy |
213
+65
| +44% | +$5.19K | ﹤0.01% | 271 |
|
|
2017
Q3 | $11K | Hold |
148
| – | – | ﹤0.01% | 318 |
|
|
2017
Q2 | $13K | Hold |
148
| – | – | ﹤0.01% | 287 |
|
|
2017
Q1 | $13K | Sell |
148
-90
| -38% | -$7.91K | 0.01% | 245 |
|
|
2016
Q4 | $21K | Buy |
+238
| New | +$21K | 0.01% | 222 |
|