SWA
Sutton Wealth Advisors’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.92K | Buy |
295
+103
| +54% | +$3.47K | ﹤0.01% | 470 |
|
|
2023
Q2 | $6.82K | Sell |
192
-352
| -65% | -$12.5K | ﹤0.01% | 519 |
|
|
2023
Q1 | $21K | Sell |
544
-627
| -54% | -$24.2K | 0.01% | 304 |
|
|
2022
Q4 | $47.7K | Sell |
1,171
-20
| -2% | -$814 | 0.02% | 400 |
|
|
2022
Q3 | $39.7K | Sell |
1,191
-45
| -4% | -$1.5K | 0.02% | 435 |
|
|
2022
Q2 | $47.1K | Buy |
1,236
+77
| +7% | +$2.94K | 0.02% | 399 |
|
|
2022
Q1 | $45.7K | Buy |
1,159
+23
| +2% | +$906 | 0.02% | 430 |
|
|
2021
Q4 | $40.8K | Sell |
1,136
-22
| -2% | -$790 | 0.01% | 484 |
|
|
2021
Q3 | $42.6K | Buy |
1,158
+21
| +2% | +$773 | 0.02% | 441 |
|
|
2021
Q2 | $46.4K | Buy |
1,137
+50
| +5% | +$2.04K | 0.02% | 427 |
|
|
2021
Q1 | $43.5K | Hold |
1,087
| – | – | 0.02% | 430 |
|
|
2020
Q4 | $37.7K | Buy |
1,087
+36
| +3% | +$1.25K | 0.02% | 433 |
|
|
2020
Q3 | $31.5K | Hold |
1,051
| – | – | 0.02% | 422 |
|
|
2020
Q2 | $33.5K | Buy |
1,051
+9
| +0.9% | +$287 | 0.02% | 398 |
|
|
2020
Q1 | $25.8K | Sell |
1,042
-492
| -32% | -$12.2K | 0.02% | 407 |
|
|
2019
Q4 | $49.3K | Hold |
1,534
| – | – | 0.03% | 311 |
|
|
2019
Q3 | $42.9K | Sell |
1,534
-238
| -13% | -$6.65K | 0.02% | 342 |
|
|
2019
Q2 | $55K | Buy |
1,772
+114
| +7% | +$3.54K | 0.03% | 283 |
|
|
2019
Q1 | $54.1K | Sell |
1,658
-10
| -0.6% | -$327 | 0.03% | 277 |
|
|
2018
Q4 | $71.8K | Sell |
1,668
-1,172
| -41% | -$50.4K | 0.05% | 234 |
|
|
2018
Q3 | $157K | Sell |
2,840
-1,232
| -30% | -$67.9K | 0.1% | 149 |
|
|
2018
Q2 | $256K | Sell |
4,072
-23
| -0.6% | -$1.45K | 0.18% | 95 |
|
|
2018
Q1 | $255K | Sell |
4,095
-2
| -0% | -$125 | 0.18% | 97 |
|
|
2017
Q4 | $319K | Hold |
4,097
| – | – | 0.23% | 79 |
|
|
2017
Q3 | $318K | Hold |
4,097
| – | – | 0.24% | 69 |
|
|
2017
Q2 | $351K | Buy |
4,097
+1,133
| +38% | +$97K | 0.28% | 64 |
|
|
2017
Q1 | $269K | Hold |
2,964
| – | – | 0.23% | 71 |
|
|
2016
Q4 | $259K | Hold |
2,964
| – | – | 0.23% | 75 |
|
|
2016
Q3 | $265K | Hold |
2,964
| – | – | 0.24% | 71 |
|
|
2016
Q2 | $262K | Sell |
2,964
-99
| -3% | -$8.76K | 0.25% | 73 |
|
|
2016
Q1 | $241K | Buy |
+3,063
| New | +$241K | 0.23% | 75 |
|