WJWM
Williams Jones Wealth Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,981
| Closed | -$214K | – | 510 |
|
|
2024
Q4 | $214K | Buy |
6,981
+127
| +2% | +$3.9K | ﹤0.01% | 456 |
|
|
2024
Q3 | $241K | Sell |
6,854
-204
| -3% | -$7.16K | ﹤0.01% | 466 |
|
|
2024
Q2 | $227K | Sell |
7,058
-1,150
| -14% | -$37.1K | ﹤0.01% | 461 |
|
|
2024
Q1 | $303K | Sell |
8,208
-355
| -4% | -$13.1K | ﹤0.01% | 429 |
|
|
2023
Q4 | $317K | Sell |
8,563
-150
| -2% | -$5.55K | ﹤0.01% | 415 |
|
|
2023
Q3 | $293K | Sell |
8,713
-202
| -2% | -$6.8K | ﹤0.01% | 421 |
|
|
2023
Q2 | $316K | Hold |
8,915
| – | – | ﹤0.01% | 419 |
|
|
2023
Q1 | $345K | Sell |
8,915
-255
| -3% | -$9.86K | 0.01% | 424 |
|
|
2022
Q4 | $373K | Sell |
9,170
-116
| -1% | -$4.72K | 0.01% | 409 |
|
|
2022
Q3 | $310K | Buy |
9,286
+7
| +0.1% | +$234 | 0.01% | 439 |
|
|
2022
Q2 | $354K | Buy |
+9,279
| New | +$354K | 0.01% | 422 |
|