Wealth Alliance’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,110
| Closed | -$215K | – | 522 |
|
2024
Q3 | $215K | Buy |
+6,110
| New | +$215K | 0.03% | 489 |
|
2024
Q2 | – | Sell |
-6,310
| Closed | -$233K | – | 533 |
|
2024
Q1 | $233K | Sell |
6,310
-320
| -5% | -$11.8K | 0.03% | 455 |
|
2023
Q4 | $245K | Sell |
6,630
-534
| -7% | -$19.7K | 0.03% | 438 |
|
2023
Q3 | $241K | Buy |
7,164
+453
| +7% | +$15.2K | 0.04% | 415 |
|
2023
Q2 | $238K | Buy |
6,711
+79
| +1% | +$2.81K | 0.04% | 438 |
|
2023
Q1 | $256K | Buy |
6,632
+1,171
| +21% | +$45.3K | 0.04% | 409 |
|
2022
Q4 | $222K | Buy |
+5,461
| New | +$222K | 0.04% | 439 |
|