Waterfront Wealth’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 |
-23,410
| Closed | -$895K | – | 250 |
|
|
2024
Q1 | $895K | Buy |
23,410
+434
| +2% | +$16.6K | 0.25% | 128 |
|
|
2023
Q4 | $850K | Buy |
22,976
+733
| +3% | +$27.1K | 0.25% | 123 |
|
|
2023
Q3 | $692K | Buy |
22,243
+271
| +1% | +$8.44K | 0.23% | 128 |
|
|
2023
Q2 | $804K | Buy |
21,972
+1,670
| +8% | +$61.1K | 0.24% | 126 |
|
|
2023
Q1 | $785K | Buy |
20,302
+1,016
| +5% | +$39.3K | 0.26% | 117 |
|
|
2022
Q4 | $765K | Buy |
19,286
+984
| +5% | +$39.1K | 0.26% | 120 |
|
|
2022
Q3 | $694K | Buy |
18,302
+6,287
| +52% | +$238K | 0.26% | 112 |
|
|
2022
Q2 | $458K | Buy |
+12,015
| New | +$458K | 0.19% | 148 |
|