Roosevelt Investment Group’s Kraft Heinz KHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$1.44M Buy
2022
Q2
$1.58M Buy
2022
Q1
$1.43M Hold
2021
Q4
$1.3M Sell
2021
Q3
$1.37M Hold
2021
Q2
$1.52M Buy
2021
Q1
$1.42M Buy
2020
Q4
$1.08M Sell
2020
Q3
$932K Buy
2018
Q4
Sell
2018
Q3
$14.3M Sell
2018
Q2
$16.4M Buy
2018
Q1
$7.72M Sell
2017
Q4
$9.79M Sell
2017
Q3
$10.1M Sell
2017
Q2
$11.9M Sell
2017
Q1
$13.1M Sell
2016
Q4
$15M Buy
2016
Q3
$11.8M Buy
2016
Q1
Sell
2015
Q4
$2M Hold
2015
Q3
$1.94M Buy