Mark Sheptoff Financial Planning’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 |
-69
| Closed | -$2.42K | – | 441 |
|
|
2024
Q3 | $2.42K | Hold |
69
| – | – | ﹤0.01% | 390 |
|
|
2024
Q2 | $2.22K | Hold |
69
| – | – | ﹤0.01% | 389 |
|
|
2024
Q1 | $2.55K | Hold |
69
| – | – | ﹤0.01% | 357 |
|
|
2023
Q4 | $2.55K | Sell |
69
-319
| -82% | -$11.8K | ﹤0.01% | 353 |
|
|
2023
Q3 | $13.1K | Buy |
388
+319
| +462% | +$10.7K | 0.01% | 249 |
|
|
2023
Q2 | $2.45K | Hold |
69
| – | – | ﹤0.01% | 341 |
|
|
2023
Q1 | $2.67K | Sell |
69
-163
| -70% | -$6.3K | ﹤0.01% | 334 |
|
|
2022
Q4 | $9.45K | Buy |
232
+163
| +236% | +$6.64K | 0.01% | 270 |
|
|
2022
Q3 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 328 |
|
|
2018
Q4 | – | Sell |
-10,809
| Closed | -$596K | – | 344 |
|
|
2018
Q3 | $596K | Buy |
10,809
+217
| +2% | +$12K | 0.41% | 53 |
|
|
2018
Q2 | $665K | Sell |
10,592
-1,399
| -12% | -$87.8K | 0.49% | 46 |
|
|
2018
Q1 | $747K | Sell |
11,991
-2,045
| -15% | -$127K | 0.52% | 48 |
|
|
2017
Q4 | $1.09M | Sell |
14,036
-1,230
| -8% | -$95.6K | 0.71% | 38 |
|
|
2017
Q3 | $1.18M | Sell |
15,266
-365
| -2% | -$28.3K | 0.79% | 37 |
|
|
2017
Q2 | $1.34M | Hold |
15,631
| – | – | 0.92% | 28 |
|
|
2017
Q1 | $1.42M | Buy |
15,631
+2
| +0% | +$182 | 1.01% | 26 |
|
|
2016
Q4 | $1.37M | Buy |
15,629
+3
| +0% | +$262 | 1.01% | 29 |
|
|
2016
Q3 | $1.4M | Buy |
15,626
+2
| +0% | +$179 | 1.04% | 29 |
|
|
2016
Q2 | $1.38M | Sell |
15,624
-31
| -0.2% | -$2.74K | 1.03% | 30 |
|
|
2016
Q1 | $1.23M | Sell |
15,655
-163
| -1% | -$12.8K | 1% | 29 |
|
|
2015
Q4 | $1.15M | Buy |
15,818
+152
| +1% | +$11.1K | 0.93% | 27 |
|
|
2015
Q3 | $1.11M | Buy |
+15,666
| New | +$1.11M | 0.97% | 29 |
|