MWPCG
Measured Wealth Private Client Group’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,216
| Closed | -$611K | – | 176 |
|
|
2023
Q2 | $611K | Buy |
+17,216
| New | +$611K | 0.23% | 67 |
|
|
2021
Q3 | – | Sell |
-5,535
| Closed | -$226K | – | 169 |
|
|
2021
Q2 | $226K | Sell |
5,535
-1,185
| -18% | -$48.4K | 0.07% | 161 |
|
|
2021
Q1 | $269K | Hold |
6,720
| – | – | 0.1% | 126 |
|
|
2020
Q4 | $233K | Sell |
6,720
-431
| -6% | -$14.9K | 0.1% | 121 |
|
|
2020
Q3 | $214K | Sell |
7,151
-2,400
| -25% | -$71.8K | 0.1% | 124 |
|
|
2020
Q2 | $305K | Sell |
9,551
-17,701
| -65% | -$565K | 0.18% | 74 |
|
|
2020
Q1 | $674K | Sell |
27,252
-3,898
| -13% | -$96.4K | 0.52% | 30 |
|
|
2019
Q4 | $1M | Buy |
31,150
+4,275
| +16% | +$137K | 0.67% | 22 |
|
|
2019
Q3 | $751K | Buy |
26,875
+9,307
| +53% | +$260K | 0.49% | 33 |
|
|
2019
Q2 | $545K | Buy |
+17,568
| New | +$545K | 0.31% | 58 |
|
|
2018
Q4 | – | Sell |
-246
| Closed | -$14K | – | 417 |
|
|
2018
Q3 | $14K | Buy |
+246
| New | +$14K | 0.01% | 576 |
|