Williams Jones & Associates’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,840
| Closed | -$376K | – | 455 |
|
|
2017
Q4 | $376K | Hold |
4,840
| – | – | 0.01% | 325 |
|
|
2017
Q3 | $375K | Sell |
4,840
-325
| -6% | -$25.2K | 0.01% | 319 |
|
|
2017
Q2 | $442K | Buy |
5,165
+437
| +9% | +$37.4K | 0.01% | 295 |
|
|
2017
Q1 | $429K | Sell |
4,728
-389
| -8% | -$35.3K | 0.01% | 296 |
|
|
2016
Q4 | $447K | Buy |
5,117
+2,780
| +119% | +$243K | 0.01% | 283 |
|
|
2016
Q3 | $209K | Hold |
2,337
| – | – | 0.01% | 361 |
|
|
2016
Q2 | $207K | Buy |
+2,337
| New | +$207K | 0.01% | 354 |
|