TCPWM

Traverso Chambers Private Wealth Management’s Kraft Heinz KHC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$290K	Hold	7,835	–	–	0.07%	103
2023 Q3	$264K	Hold	7,835	–	–	0.07%	100
2023 Q2	$278K	Hold	7,835	–	–	0.07%	97
2023 Q1	$303K	Hold	7,835	–	–	0.08%	90
2022 Q4	$319K	Hold	7,835	–	–	0.09%	87
2022 Q3	$261K	Hold	7,835	–	–	0.08%	91
2022 Q2	$299K	Hold	7,835	–	–	0.1%	84
2022 Q1	$309K	Hold	7,835	–	–	0.09%	96
2021 Q4	$281K	Hold	7,835	–	–	0.08%	98
2021 Q3	$288K	Hold	7,835	–	–	0.09%	98
2021 Q2	$320K	Hold	7,835	–	–	0.1%	90
2021 Q1	$313K	Hold	7,835	–	–	0.11%	85
2020 Q4	$272K	Hold	7,835	–	–	0.1%	89
2020 Q3	$235K	Sell	7,835 -81	-1%	-$2.43K	0.09%	91
2020 Q2	$252K	Buy	+7,916	New	+$252K	0.11%	84
2020 Q1	–	Sell	-7,916	Closed	-$254K	–	107
2019 Q4	$254K	Hold	7,916	–	–	0.11%	90
2019 Q3	$221K	Hold	7,916	–	–	0.11%	92
2019 Q2	$242K	Hold	7,916	–	–	0.12%	91
2019 Q1	$258K	Sell	7,916 -1,032	-12%	-$33.6K	0.13%	83
2018 Q4	$385K	Buy	+8,948	New	+$385K	0.21%	60