Wealth Alliance 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
Q3 | – | Sell |
-16,031
| Closed | -$517K | – | 204 |
|
2024
Q2 | $517K | Sell |
16,031
-309
| -2% | -$9.96K | 0.12% | 101 |
|
2024
Q1 | $603K | Sell |
16,340
-55
| -0.3% | -$2.03K | 0.14% | 92 |
|
2023
Q4 | $606K | Buy |
16,395
+91
| +0.6% | +$3.37K | 0.16% | 84 |
|
2023
Q3 | $548K | Buy |
16,304
+303
| +2% | +$10.2K | 0.16% | 82 |
|
2023
Q2 | $568K | Sell |
16,001
-494
| -3% | -$17.5K | 0.2% | 76 |
|
2023
Q1 | $638K | Buy |
16,495
+5,596
| +51% | +$216K | 0.24% | 71 |
|
2022
Q4 | $444K | Buy |
10,899
+2,035
| +23% | +$82.8K | 0.17% | 85 |
|
2022
Q3 | $296K | Buy |
8,864
+1,640
| +23% | +$54.8K | 0.13% | 101 |
|
2022
Q2 | $276K | Buy |
7,224
+1,147
| +19% | +$43.8K | 0.13% | 106 |
|
2022
Q1 | $239K | Buy |
6,077
+311
| +5% | +$12.2K | 0.1% | 130 |
|
2021
Q4 | $207K | Buy |
+5,766
| New | +$207K | 0.09% | 151 |
|
2018
Q4 | – | Sell |
-3,878
| Closed | -$214K | – | 133 |
|
2018
Q3 | $214K | Hold |
3,878
| – | – | 0.11% | 124 |
|
2018
Q2 | $244K | Sell |
3,878
-167
| -4% | -$10.5K | 0.13% | 108 |
|
2018
Q1 | $252K | Buy |
+4,045
| New | +$252K | 0.15% | 95 |
|