Next Financial Group’s Kraft Heinz KHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$817K Buy
22,750
+6,292
+38% +$226K 0.05% 361
2021
Q3
$606K Buy
16,458
+3,408
+26% +$125K 0.05% 392
2021
Q2
$532K Sell
13,050
-1,928
-13% -$78.6K 0.04% 436
2021
Q1
$599K Buy
14,978
+1,017
+7% +$40.7K 0.05% 365
2020
Q4
$484K Sell
13,961
-1,806
-11% -$62.6K 0.05% 379
2020
Q3
$472K Sell
15,767
-4,267
-21% -$128K 0.05% 342
2020
Q2
$639K Buy
20,034
+2,052
+11% +$65.5K 0.07% 253
2020
Q1
$445K Buy
17,982
+359
+2% +$8.88K 0.06% 301
2019
Q4
$566K Buy
17,623
+188
+1% +$6.04K 0.06% 342
2019
Q3
$487K Buy
17,435
+13,592
+354% +$380K 0.05% 366
2019
Q2
$119K Buy
3,843
+2,600
+209% +$80.5K 0.01% 848
2019
Q1
$41K Sell
1,243
-9,068
-88% -$299K 0.01% 784
2018
Q4
$444K Buy
10,311
+5,033
+95% +$217K 0.09% 240
2018
Q3
$291K Sell
5,278
-1,255
-19% -$69.2K 0.14% 150
2018
Q2
$410K Buy
6,533
+2,426
+59% +$152K 0.16% 154
2018
Q1
$256K Sell
4,107
-559
-12% -$34.8K 0.05% 333
2017
Q4
$363K Sell
4,666
-4,648
-50% -$362K 0.16% 169
2017
Q3
$724K Sell
9,314
-5,398
-37% -$420K 0.2% 119
2017
Q2
$1.26M Sell
14,712
-606
-4% -$51.9K 0.31% 79
2017
Q1
$1.39M Sell
15,318
-3,502
-19% -$317K 0.39% 65
2016
Q4
$1.64M Buy
18,820
+125
+0.7% +$10.9K 0.29% 75
2016
Q3
$1.67M Buy
18,695
+3,627
+24% +$325K 0.3% 72
2016
Q2
$1.33M Buy
15,068
+336
+2% +$29.7K 0.42% 53
2016
Q1
$1.16M Buy
14,732
+464
+3% +$36.4K 0.41% 56
2015
Q4
$1.04M Buy
14,268
+324
+2% +$23.6K 0.39% 63
2015
Q3
$984K Buy
+13,944
New +$984K 0.35% 71