Wealthspire Advisors (New York)’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,260
| Closed | -$214K | – | 568 |
|
|
2022
Q4 | $214K | Buy |
+5,260
| New | +$214K | ﹤0.01% | 527 |
|
|
2022
Q1 | – | Sell |
-8,436
| Closed | -$303K | – | 495 |
|
|
2021
Q4 | $303K | Buy |
8,436
+1,600
| +23% | +$57.5K | 0.01% | 417 |
|
|
2021
Q3 | $252K | Buy |
+6,836
| New | +$252K | 0.01% | 490 |
|
|
2021
Q2 | – | Sell |
-13,104
| Closed | -$524K | – | 526 |
|
|
2021
Q1 | $524K | Buy |
13,104
+2,238
| +21% | +$89.5K | 0.01% | 386 |
|
|
2020
Q4 | $377K | Buy |
10,866
+2,321
| +27% | +$80.5K | 0.01% | 365 |
|
|
2020
Q3 | $256K | Sell |
8,545
-86
| -1% | -$2.58K | 0.02% | 254 |
|
|
2020
Q2 | $275K | Sell |
8,631
-827
| -9% | -$26.4K | 0.02% | 218 |
|
|
2020
Q1 | $234K | Buy |
+9,458
| New | +$234K | 0.01% | 445 |
|
|
2019
Q1 | – | Sell |
-350
| Closed | -$15K | – | 447 |
|
|
2018
Q4 | $15K | Buy |
+350
| New | +$15K | ﹤0.01% | 403 |
|