YHB Investment Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-31,337
| Closed | -$1.35M | – | 199 |
|
|
2018
Q4 | $1.35M | Sell |
31,337
-12,479
| -28% | -$537K | 0.24% | 98 |
|
|
2018
Q3 | $2.42M | Sell |
43,816
-3,990
| -8% | -$220K | 0.36% | 77 |
|
|
2018
Q2 | $3M | Sell |
47,806
-11,696
| -20% | -$735K | 0.49% | 64 |
|
|
2018
Q1 | $3.71M | Sell |
59,502
-2,603
| -4% | -$162K | 0.63% | 52 |
|
|
2017
Q4 | $4.83M | Buy |
62,105
+836
| +1% | +$65K | 0.82% | 37 |
|
|
2017
Q3 | $4.75M | Sell |
61,269
-9,637
| -14% | -$747K | 0.85% | 36 |
|
|
2017
Q2 | $6.07M | Buy |
70,906
+10,395
| +17% | +$890K | 1.04% | 29 |
|
|
2017
Q1 | $5.47M | Sell |
60,511
-4,276
| -7% | -$387K | 1.05% | 31 |
|
|
2016
Q4 | $5.66M | Buy |
64,787
+4,335
| +7% | +$379K | 1.18% | 26 |
|
|
2016
Q3 | $5.41M | Sell |
60,452
-4,273
| -7% | -$382K | 1.31% | 23 |
|
|
2016
Q2 | $5.73M | Sell |
64,725
-476
| -0.7% | -$42.1K | 1.26% | 26 |
|
|
2016
Q1 | $5.12M | Sell |
65,201
-5,065
| -7% | -$398K | 1.38% | 23 |
|
|
2015
Q4 | $5.11M | Buy |
+70,266
| New | +$5.11M | 1.16% | 29 |
|