RSWM
Robertson Stephens Wealth Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-26,917
| Closed | -$956K | – | 460 |
|
|
2023
Q2 | $956K | Sell |
26,917
-411
| -2% | -$14.6K | 0.07% | 196 |
|
|
2023
Q1 | $1.06M | Buy |
27,328
+229
| +0.8% | +$8.86K | 0.08% | 192 |
|
|
2022
Q4 | $1.1M | Buy |
27,099
+296
| +1% | +$12.1K | 0.11% | 165 |
|
|
2022
Q3 | $893K | Sell |
26,803
-1,142
| -4% | -$38K | 0.09% | 163 |
|
|
2022
Q2 | $1.07M | Buy |
+27,945
| New | +$1.07M | 0.1% | 153 |
|