MLL
Moody Lynn & Lieberson’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,816
| Closed | -$390K | – | 266 |
|
|
2025
Q1 | $390K | Sell |
12,816
-564
| -4% | -$17.2K | 0.03% | 186 |
|
|
2024
Q4 | $411K | Buy |
13,380
+114
| +0.9% | +$3.5K | 0.03% | 184 |
|
|
2024
Q3 | $466K | Hold |
13,266
| – | – | 0.03% | 179 |
|
|
2024
Q2 | $427K | Hold |
13,266
| – | – | 0.03% | 179 |
|
|
2024
Q1 | $490K | Sell |
13,266
-58
| -0.4% | -$2.14K | 0.03% | 161 |
|
|
2023
Q4 | $493K | Buy |
13,324
+59
| +0.4% | +$2.18K | 0.04% | 158 |
|
|
2023
Q3 | $446K | Sell |
13,265
-59
| -0.4% | -$1.99K | 0.04% | 150 |
|
|
2023
Q2 | $473K | Sell |
13,324
-250
| -2% | -$8.88K | 0.04% | 152 |
|
|
2023
Q1 | $525K | Buy |
13,574
+169
| +1% | +$6.54K | 0.05% | 149 |
|
|
2022
Q4 | $545K | Sell |
13,405
-440
| -3% | -$17.9K | 0.05% | 151 |
|
|
2022
Q3 | $462K | Hold |
13,845
| – | – | 0.04% | 148 |
|
|
2022
Q2 | $528K | Hold |
13,845
| – | – | 0.05% | 143 |
|
|
2022
Q1 | $545K | Buy |
13,845
+140
| +1% | +$5.51K | 0.04% | 147 |
|
|
2021
Q4 | $492K | Buy |
13,705
+105
| +0.8% | +$3.77K | 0.03% | 168 |
|
|
2021
Q3 | $501K | Hold |
13,600
| – | – | 0.04% | 155 |
|
|
2021
Q2 | $555K | Hold |
13,600
| – | – | 0.04% | 145 |
|
|
2021
Q1 | $544K | Buy |
13,600
+75
| +0.6% | +$3K | 0.05% | 149 |
|
|
2020
Q4 | $469K | Buy |
13,525
+600
| +5% | +$20.8K | 0.04% | 151 |
|
|
2020
Q3 | $387K | Sell |
12,925
-510
| -4% | -$15.3K | 0.04% | 151 |
|
|
2020
Q2 | $428K | Buy |
+13,435
| New | +$428K | 0.05% | 134 |
|