WAS
Wealth Advisory Solutions’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,083
| Closed | -$507K | – | 97 |
|
|
2023
Q3 | $507K | Sell |
15,083
-6,203
| -29% | -$209K | 0.1% | 94 |
|
|
2023
Q2 | $756K | Buy |
21,286
+225
| +1% | +$7.99K | 0.2% | 70 |
|
|
2023
Q1 | $814K | Sell |
21,061
-31,339
| -60% | -$1.21M | 0.22% | 76 |
|
|
2022
Q4 | $2.13M | Sell |
52,400
-1,576
| -3% | -$64.2K | 0.57% | 47 |
|
|
2022
Q3 | $1.8M | Buy |
53,976
+212
| +0.4% | +$7.07K | 0.5% | 54 |
|
|
2022
Q2 | $2.05M | Buy |
53,764
+2,486
| +5% | +$94.8K | 0.5% | 60 |
|
|
2022
Q1 | $2.02M | Buy |
+51,278
| New | +$2.02M | 0.42% | 66 |
|
|
2021
Q3 | $1.38M | Buy |
37,424
+3,529
| +10% | +$130K | 0.31% | 75 |
|
|
2021
Q2 | $1.38M | Sell |
33,895
-603
| -2% | -$24.6K | 0.33% | 78 |
|
|
2021
Q1 | $1K | Buy |
+34,498
| New | +$1K | ﹤0.01% | 126 |
|