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WealthPLAN Partners’s Kraft Heinz KHC Stock Holding History

WealthPLAN Partners’s Portfolio KHC Stock Details KHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-559
Closed -$19.8K – 744
2023
Q2 		$19.8K Sell
559
-82
-13% -$3.15K ﹤0.01% 682
2023
Q1 		$24.8K Buy
+641
New +$25.4K ﹤0.01% 684
2017
Q2 		– Sell
-282
Closed -$25.8K – 315
2017
Q1 		$25.8K Buy
+282
New +$25.4K 0.09% 158
2016
Q3 		$258K Sell
2,929
-2,769
-49% -$245K 0.08% 128
2016
Q2 		$259K Buy
+5,698
New +$469K 0.03% 320
2015
Q4 		$153K Buy
+5,612
New +$414K 0.02% 316

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