Quantum Private Wealth’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,000
| Closed | -$211K | – | 187 |
|
|
2024
Q3 | $211K | Sell |
6,000
-2,581
| -30% | -$90.6K | 0.07% | 172 |
|
|
2024
Q2 | $276K | Hold |
8,581
| – | – | 0.1% | 161 |
|
|
2024
Q1 | $317K | Hold |
8,581
| – | – | 0.12% | 140 |
|
|
2023
Q4 | $317K | Hold |
8,581
| – | – | 0.13% | 136 |
|
|
2023
Q3 | $289K | Hold |
8,581
| – | – | 0.14% | 139 |
|
|
2023
Q2 | $305K | Hold |
8,581
| – | – | 0.14% | 142 |
|
|
2023
Q1 | $332K | Hold |
8,581
| – | – | 0.18% | 123 |
|
|
2022
Q4 | $349K | Hold |
8,581
| – | – | 0.22% | 112 |
|
|
2022
Q3 | $286K | Sell |
8,581
-542
| -6% | -$18.1K | 0.18% | 126 |
|
|
2022
Q2 | $347K | Buy |
9,123
+81
| +0.9% | +$3.08K | 0.2% | 113 |
|
|
2022
Q1 | $356K | Hold |
9,042
| – | – | 0.15% | 132 |
|
|
2021
Q4 | $324K | Buy |
+9,042
| New | +$324K | 0.12% | 147 |
|