Stamos Capital Partners’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-89,930
| Closed | -$3.03M | – | 128 |
|
|
2023
Q3 | $3.03M | Buy |
89,930
+12,410
| +16% | +$417K | 0.67% | 43 |
|
|
2023
Q2 | $2.75M | Buy |
77,520
+2,250
| +3% | +$79.9K | 0.64% | 52 |
|
|
2023
Q1 | $2.91M | Buy |
75,270
+8,760
| +13% | +$339K | 0.75% | 51 |
|
|
2022
Q4 | $2.71M | Buy |
66,510
+7,450
| +13% | +$303K | 0.86% | 35 |
|
|
2022
Q3 | $1.97M | Buy |
59,060
+32,560
| +123% | +$1.09M | 0.5% | 55 |
|
|
2022
Q2 | $1.01M | Buy |
+26,500
| New | +$1.01M | 0.31% | 71 |
|