WKWM
Walter & Keenan Wealth Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,599
| Closed | -$215K | – | 154 |
|
|
2019
Q1 | $215K | Sell |
6,599
-385
| -6% | -$12.5K | 0.09% | 147 |
|
|
2018
Q4 | $301K | Sell |
6,984
-12,054
| -63% | -$520K | 0.14% | 117 |
|
|
2018
Q3 | $1.05K | Sell |
19,038
-251
| -1% | -$14 | 0.31% | 62 |
|
|
2018
Q2 | $1.21M | Buy |
19,289
+14,450
| +299% | +$908K | 0.52% | 58 |
|
|
2018
Q1 | $301K | Buy |
4,839
+645
| +15% | +$40.1K | 0.13% | 132 |
|
|
2017
Q4 | $326K | Hold |
4,194
| – | – | 0.14% | 121 |
|
|
2017
Q3 | $325K | Hold |
4,194
| – | – | 0.15% | 118 |
|
|
2017
Q2 | $359K | Sell |
4,194
-1,968
| -32% | -$168K | 0.18% | 101 |
|
|
2017
Q1 | $560K | Sell |
6,162
-1,032
| -14% | -$93.8K | 0.29% | 75 |
|
|
2016
Q4 | $628K | Hold |
7,194
| – | – | 0.33% | 68 |
|
|
2016
Q3 | $644K | Buy |
7,194
+38
| +0.5% | +$3.4K | 0.36% | 66 |
|
|
2016
Q2 | $633K | Sell |
7,156
-499
| -7% | -$44.1K | 0.35% | 70 |
|
|
2016
Q1 | $601K | Buy |
7,655
+461
| +6% | +$36.2K | 0.34% | 73 |
|
|
2015
Q4 | $523K | Buy |
7,194
+728
| +11% | +$52.9K | 0.3% | 75 |
|
|
2015
Q3 | $456K | Buy |
+6,466
| New | +$456K | 0.28% | 83 |
|