Obermeyer Wealth Partners’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,874
| Closed | -$223K | – | 116 |
|
|
2017
Q4 | $223K | Hold |
2,874
| – | – | 0.02% | 113 |
|
|
2017
Q3 | $223K | Sell |
2,874
-73
| -2% | -$5.66K | 0.02% | 111 |
|
|
2017
Q2 | $252K | Hold |
2,947
| – | – | 0.02% | 108 |
|
|
2017
Q1 | $268K | Hold |
2,947
| – | – | 0.02% | 107 |
|
|
2016
Q4 | $257K | Sell |
2,947
-186
| -6% | -$16.2K | 0.02% | 115 |
|
|
2016
Q3 | $280K | Sell |
3,133
-38
| -1% | -$3.4K | 0.03% | 104 |
|
|
2016
Q2 | $281K | Sell |
3,171
-1,113
| -26% | -$98.6K | 0.03% | 105 |
|
|
2016
Q1 | $337K | Hold |
4,284
| – | – | 0.03% | 93 |
|
|
2015
Q4 | $312K | Sell |
4,284
-34
| -0.8% | -$2.48K | 0.03% | 98 |
|
|
2015
Q3 | $305K | Buy |
+4,318
| New | +$305K | 0.03% | 95 |
|