Wagner 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 |
-10,990
| Closed | -$406K | – | 266 |
|
|
2023
Q4 | $406K | Sell |
10,990
-3,297
| -23% | -$122K | 0.14% | 84 |
|
|
2023
Q3 | $481K | Sell |
14,287
-2,625
| -16% | -$88.3K | 0.18% | 73 |
|
|
2023
Q2 | $600K | Sell |
16,912
-771
| -4% | -$27.4K | 0.23% | 65 |
|
|
2023
Q1 | $684K | Sell |
17,683
-10,579
| -37% | -$409K | 0.31% | 60 |
|
|
2022
Q4 | $1.15M | Buy |
28,262
+1,453
| +5% | +$59.2K | 0.71% | 40 |
|
|
2022
Q3 | $894K | Buy |
26,809
+2,677
| +11% | +$89.3K | 0.66% | 34 |
|
|
2022
Q2 | $920K | Hold |
24,132
| – | – | 0.73% | 34 |
|
|
2022
Q1 | $951K | Buy |
24,132
+23,996
| +17,644% | +$946K | 0.66% | 38 |
|
|
2021
Q4 | $5K | Hold |
136
| – | – | ﹤0.01% | 566 |
|
|
2021
Q3 | $5K | Hold |
136
| – | – | ﹤0.01% | 540 |
|
|
2021
Q2 | $6K | Hold |
136
| – | – | ﹤0.01% | 550 |
|
|
2021
Q1 | $5K | Buy |
+136
| New | +$5K | ﹤0.01% | 539 |
|
|
2018
Q3 | $56K | Buy |
1,011
+228
| +29% | +$12.6K | 0.04% | 243 |
|
|
2018
Q2 | $49K | Buy |
783
+611
| +355% | +$38.2K | 0.04% | 231 |
|
|
2018
Q1 | $11K | Buy |
172
+7
| +4% | +$448 | 0.01% | 359 |
|
|
2017
Q4 | $13K | Buy |
+165
| New | +$13K | 0.01% | 365 |
|