VisionPoint Advisory Group’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-287
| Closed | -$10.6K | – | 851 |
|
|
2024
Q1 | $10.6K | Hold |
287
| – | – | ﹤0.01% | 461 |
|
|
2023
Q4 | $10.6K | Sell |
287
-936
| -77% | -$34.6K | ﹤0.01% | 414 |
|
|
2023
Q3 | $41.1K | Buy |
1,223
+936
| +326% | +$31.5K | 0.02% | 260 |
|
|
2023
Q2 | $10.2K | Buy |
+287
| New | +$10.2K | ﹤0.01% | 397 |
|
|
2020
Q3 | – | Sell |
-6,436
| Closed | -$223K | – | 129 |
|
|
2020
Q2 | $223K | Buy |
+6,436
| New | +$223K | 0.09% | 98 |
|
|
2019
Q3 | – | Sell |
-7,823
| Closed | -$243K | – | 137 |
|
|
2019
Q2 | $243K | Buy |
+7,823
| New | +$243K | 0.07% | 114 |
|