RAG
RIA Advisory Group’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,689
| Closed | -$375K | – | 143 |
|
|
2024
Q3 | $375K | Buy |
+10,689
| New | +$375K | 0.13% | 81 |
|
|
2024
Q1 | $363K | Buy |
+9,825
| New | +$363K | 0.15% | 86 |
|
|
2023
Q4 | – | Sell |
-20,055
| Closed | -$675K | – | 148 |
|
|
2023
Q3 | $675K | Buy |
20,055
+1,263
| +7% | +$42.5K | 0.3% | 43 |
|
|
2023
Q2 | $667K | Buy |
18,792
+4,914
| +35% | +$174K | 0.29% | 53 |
|
|
2023
Q1 | $538K | Buy |
+13,878
| New | +$538K | 0.25% | 60 |
|