WAM
Wilsey Asset Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-486,949
| Closed | -$19.5M | – | 22 |
|
|
2021
Q1 | $19.5M | Buy |
486,949
+1,122
| +0.2% | +$44.9K | 5.57% | 9 |
|
|
2020
Q4 | $16.8M | Sell |
485,827
-4,179
| -0.9% | -$145K | 5.14% | 9 |
|
|
2020
Q3 | $14.7M | Buy |
490,006
+130,133
| +36% | +$3.9M | 6.4% | 6 |
|
|
2020
Q2 | $11.4M | Buy |
359,873
+6,875
| +2% | +$217K | 4.71% | 9 |
|
|
2020
Q1 | $8.38M | Buy |
+352,998
| New | +$8.38M | 4.29% | 10 |
|