SWMP
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Signature Wealth Management Partners’s Kraft Heinz KHC Stock Holding History

Signature Wealth Management Partners’s Portfolio KHC Stock Details KHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,304
Closed -$360K – 104
2023
Q1 		$360K Buy
9,304
+41
+0.4% +$1.62K 0.33% 67
2022
Q4 		$377K Buy
9,263
+680
+8% +$25.8K 0.37% 65
2022
Q3 		$286K Buy
8,583
+299
+4% +$11.1K 0.31% 74
2022
Q2 		$316K Hold
8,284
– – 0.32% 73
2022
Q1 		$326K Sell
8,284
-139
-2% -$5.21K 0.28% 77
2021
Q4 		$302K Hold
8,423
– – 0.26% 84
2021
Q3 		$310K Hold
8,423
– – 0.28% 80
2021
Q2 		$343K Sell
8,423
-150
-2% -$6.31K 0.31% 73
2021
Q1 		$343K Hold
8,573
– – 0.33% 71
2020
Q4 		$297K Buy
+8,573
New +$278K 0.3% 70

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Franklin Resources
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