LJI Wealth Management’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,800
| Closed | -$309K | – | 191 |
|
|
2024
Q3 | $309K | Sell |
8,800
-5,150
| -37% | -$181K | 0.06% | 145 |
|
|
2024
Q2 | $449K | Hold |
13,950
| – | – | 0.1% | 106 |
|
|
2024
Q1 | $515K | Buy |
13,950
+1,000
| +8% | +$36.9K | 0.13% | 78 |
|
|
2023
Q4 | $479K | Sell |
12,950
-500
| -4% | -$18.5K | 0.12% | 90 |
|
|
2023
Q3 | $452K | Sell |
13,450
-1,300
| -9% | -$43.7K | 0.13% | 86 |
|
|
2023
Q2 | $524K | Sell |
14,750
-300
| -2% | -$10.7K | 0.15% | 73 |
|
|
2023
Q1 | $582K | Sell |
15,050
-285
| -2% | -$11K | 0.18% | 59 |
|
|
2022
Q4 | $624K | Buy |
+15,335
| New | +$624K | 0.22% | 52 |
|