Mountain Capital Investment Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-43,196
| Closed | -$1.57M | – | 65 |
|
|
2023
Q2 | $1.57M | Sell |
43,196
-13,063
| -23% | -$475K | 0.59% | 29 |
|
|
2023
Q1 | $2.2M | Buy |
56,259
+25,061
| +80% | +$982K | 0.97% | 29 |
|
|
2022
Q4 | $1.32M | Buy |
+31,198
| New | +$1.32M | 0.6% | 51 |
|
|
2017
Q4 | – | Sell |
-1,410
| Closed | -$109K | – | 235 |
|
|
2017
Q3 | $109K | Hold |
1,410
| – | – | 0.1% | 66 |
|
|
2017
Q2 | $121K | Buy |
+1,410
| New | +$121K | 0.12% | 71 |
|