NAM
Needelman Asset Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-11,043
| Closed | -$694K | – | 20 |
|
|
2018
Q2 | $694K | Buy |
11,043
+75
| +0.7% | +$4.71K | 1.51% | 34 |
|
|
2018
Q1 | $683K | Buy |
10,968
+115
| +1% | +$7.16K | 1.47% | 34 |
|
|
2017
Q4 | $844K | Buy |
10,853
+65
| +0.6% | +$5.06K | 2.11% | 31 |
|
|
2017
Q3 | $837K | Buy |
10,788
+50
| +0.5% | +$3.88K | 2.06% | 32 |
|
|
2017
Q2 | $920K | Buy |
10,738
+195
| +2% | +$16.7K | 2.37% | 23 |
|
|
2017
Q1 | $957K | Sell |
10,543
-33
| -0.3% | -$3K | 2.56% | 23 |
|
|
2016
Q4 | $923K | Buy |
10,576
+4,394
| +71% | +$383K | 2.56% | 23 |
|
|
2016
Q3 | $553K | Sell |
6,182
-75
| -1% | -$6.71K | 1.66% | 35 |
|
|
2016
Q2 | $554K | Hold |
6,257
| – | – | 1.58% | 35 |
|
|
2016
Q1 | $492K | Hold |
6,257
| – | – | 1.44% | 35 |
|
|
2015
Q4 | $455K | Sell |
6,257
-20
| -0.3% | -$1.45K | 1.38% | 34 |
|
|
2015
Q3 | $443K | Buy |
+6,277
| New | +$443K | 1.46% | 34 |
|