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Proquility Private Wealth Partners’s Kraft Heinz KHC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-25,290
Closed -$888K 91
2024
Q3
$888K Buy
25,290
+2,258
+10% +$79.3K 0.28% 78
2024
Q2
$742K Sell
23,032
-1,023
-4% -$33K 0.25% 79
2024
Q1
$888K Buy
24,055
+13,837
+135% +$511K 0.3% 73
2023
Q4
$378K Sell
10,218
-10,832
-51% -$401K 0.14% 84
2023
Q3
$708K Sell
21,050
-708
-3% -$23.8K 0.29% 79
2023
Q2
$772K Buy
21,758
+546
+3% +$19.4K 0.3% 76
2023
Q1
$820K Buy
+21,212
New +$820K 0.33% 78