Wealthcare Advisory Partners’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 |
-5,774
| Closed | -$213K | – | 846 |
|
|
2024
Q1 | $213K | Sell |
5,774
-678
| -11% | -$25K | 0.01% | 758 |
|
|
2023
Q4 | $239K | Buy |
+6,452
| New | +$239K | 0.01% | 671 |
|
|
2021
Q2 | – | Sell |
-2,039
| Closed | -$82K | – | 1241 |
|
|
2021
Q1 | $82K | Buy |
+2,039
| New | +$82K | 0.01% | 724 |
|
|
2020
Q2 | – | Sell |
-2,127
| Closed | -$53K | – | 889 |
|
|
2020
Q1 | $53K | Buy |
2,127
+107
| +5% | +$2.67K | 0.01% | 501 |
|
|
2019
Q4 | $65K | Buy |
2,020
+577
| +40% | +$18.6K | 0.01% | 489 |
|
|
2019
Q3 | $40K | Buy |
1,443
+40
| +3% | +$1.11K | 0.01% | 585 |
|
|
2019
Q2 | $44K | Buy |
1,403
+7
| +0.5% | +$220 | 0.01% | 540 |
|
|
2019
Q1 | $46K | Sell |
1,396
-458
| -25% | -$15.1K | 0.01% | 485 |
|
|
2018
Q4 | $80K | Buy |
1,854
+91
| +5% | +$3.93K | 0.02% | 347 |
|
|
2018
Q3 | $97K | Sell |
1,763
-1,898
| -52% | -$104K | 0.02% | 345 |
|
|
2018
Q2 | $230K | Sell |
3,661
-1,176
| -24% | -$73.9K | 0.05% | 197 |
|
|
2018
Q1 | $301K | Buy |
4,837
+1,554
| +47% | +$96.7K | 0.07% | 157 |
|
|
2017
Q4 | $255K | Buy |
3,283
+367
| +13% | +$28.5K | 0.07% | 148 |
|
|
2017
Q3 | $226K | Buy |
+2,916
| New | +$226K | 0.07% | 136 |
|