Summit X LLC’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,757
| Closed | -$218K | – | 224 |
|
|
2024
Q2 | $218K | Buy |
+6,757
| New | +$218K | 0.05% | 221 |
|
|
2023
Q3 | – | Sell |
-6,342
| Closed | -$225K | – | 236 |
|
|
2023
Q2 | $225K | Buy |
6,342
+1,123
| +22% | +$39.9K | 0.05% | 249 |
|
|
2023
Q1 | $203K | Buy |
+5,219
| New | +$203K | 0.05% | 248 |
|