PWAG
Polaris Wealth Advisory Group’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-820,735
| Closed | -$30.4M | – | 185 |
|
|
2021
Q3 | $30.4M | Buy |
+820,735
| New | +$30.4M | 1.82% | 17 |
|
|
2021
Q2 | – | Sell |
-779,368
| Closed | -$31.3M | – | 188 |
|
|
2021
Q1 | $31.3M | Buy |
+779,368
| New | +$31.3M | 2.01% | 14 |
|
|
2020
Q3 | – | Sell |
-149,899
| Closed | -$4.75M | – | 170 |
|
|
2020
Q2 | $4.75M | Sell |
149,899
-34,089
| -19% | -$1.08M | 0.38% | 57 |
|
|
2020
Q1 | $4.55M | Buy |
+183,988
| New | +$4.55M | 0.49% | 44 |
|
|
2018
Q4 | – | Sell |
-283
| Closed | -$16K | – | 307 |
|
|
2018
Q3 | $16K | Buy |
283
+190
| +204% | +$10.7K | ﹤0.01% | 343 |
|
|
2018
Q2 | $6K | Sell |
93
-89
| -49% | -$5.74K | ﹤0.01% | 220 |
|
|
2018
Q1 | $11K | Buy |
+182
| New | +$11K | ﹤0.01% | 353 |
|