Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-679
| Closed | -$25K | – | 820 |
|
|
2023
Q4 | $25K | Sell |
679
-103
| -13% | -$3.79K | ﹤0.01% | 784 |
|
|
2023
Q3 | $26K | Sell |
782
-14
| -2% | -$465 | ﹤0.01% | 776 |
|
|
2023
Q2 | $28K | Buy |
796
+110
| +16% | +$3.87K | ﹤0.01% | 785 |
|
|
2023
Q1 | $27K | Sell |
686
-33
| -5% | -$1.3K | ﹤0.01% | 763 |
|
|
2022
Q4 | $29K | Buy |
719
+39
| +6% | +$1.57K | ﹤0.01% | 665 |
|
|
2022
Q3 | $23K | Buy |
680
+68
| +11% | +$2.3K | ﹤0.01% | 722 |
|
|
2022
Q2 | $23K | Buy |
612
+6
| +1% | +$225 | ﹤0.01% | 623 |
|
|
2022
Q1 | $24K | Sell |
606
-13
| -2% | -$515 | ﹤0.01% | 672 |
|
|
2021
Q4 | $22K | Sell |
619
-7
| -1% | -$249 | ﹤0.01% | 707 |
|
|
2021
Q3 | $23K | Buy |
626
+1
| +0.2% | +$37 | ﹤0.01% | 693 |
|
|
2021
Q2 | $25K | Hold |
625
| – | – | ﹤0.01% | 702 |
|
|
2021
Q1 | $25K | Sell |
625
-4
| -0.6% | -$160 | ﹤0.01% | 588 |
|
|
2020
Q4 | $22K | Buy |
+629
| New | +$22K | ﹤0.01% | 574 |
|