Taylor Hoffman Wealth Management’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,227
| Closed | -$208K | – | 116 |
|
|
2022
Q3 | $208K | Hold |
6,227
| – | – | 0.11% | 121 |
|
|
2022
Q2 | $241K | Hold |
6,227
| – | – | 0.12% | 117 |
|
|
2022
Q1 | $245K | Hold |
6,227
| – | – | 0.1% | 123 |
|
|
2021
Q4 | $224K | Hold |
6,227
| – | – | 0.09% | 127 |
|
|
2021
Q3 | $228K | Hold |
6,227
| – | – | 0.1% | 122 |
|
|
2021
Q2 | $254K | Hold |
6,227
| – | – | 0.11% | 115 |
|
|
2021
Q1 | $249K | Hold |
6,227
| – | – | 0.11% | 113 |
|
|
2020
Q4 | $216K | Buy |
+6,227
| New | +$216K | 0.11% | 117 |
|
|
2020
Q3 | – | Sell |
-6,765
| Closed | -$216K | – | 245 |
|
|
2020
Q2 | $216K | Buy |
+6,765
| New | +$216K | 0.14% | 114 |
|
|
2020
Q1 | – | Sell |
-6,928
| Closed | -$223K | – | 249 |
|
|
2019
Q4 | $223K | Sell |
6,928
-327
| -5% | -$10.5K | 0.14% | 115 |
|
|
2019
Q3 | $203K | Sell |
7,255
-507
| -7% | -$14.2K | 0.14% | 118 |
|
|
2019
Q2 | $241K | Sell |
7,762
-511
| -6% | -$15.9K | 0.19% | 108 |
|
|
2019
Q1 | $270K | Sell |
8,273
-444
| -5% | -$14.5K | 0.2% | 101 |
|
|
2018
Q4 | $375K | Sell |
8,717
-872
| -9% | -$37.5K | 0.34% | 67 |
|
|
2018
Q3 | $528K | Hold |
9,589
| – | – | 0.42% | 64 |
|
|
2018
Q2 | $602K | Sell |
9,589
-130
| -1% | -$8.16K | 0.52% | 57 |
|
|
2018
Q1 | $605K | Buy |
9,719
+537
| +6% | +$33.4K | 0.55% | 53 |
|
|
2017
Q4 | $714K | Buy |
+9,182
| New | +$714K | 0.68% | 44 |
|