YorkBridge Wealth Partners’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $460K | Buy |
11,298
+532
| +5% | +$21.7K | 0.12% | 132 |
|
|
2022
Q3 | $359K | Hold |
10,766
| – | – | 0.09% | 157 |
|
|
2022
Q2 | $411K | Hold |
10,766
| – | – | 0.11% | 146 |
|
|
2022
Q1 | $424K | Hold |
10,766
| – | – | 0.09% | 164 |
|
|
2021
Q4 | $386K | Hold |
10,766
| – | – | 0.09% | 198 |
|
|
2021
Q3 | $396K | Sell |
10,766
-50
| -0.5% | -$1.84K | 0.1% | 164 |
|
|
2021
Q2 | $441K | Hold |
10,816
| – | – | 0.12% | 138 |
|
|
2021
Q1 | $433K | Buy |
+10,816
| New | +$433K | 0.13% | 134 |
|
|
2019
Q3 | – | Sell |
-341
| Closed | -$11K | – | 438 |
|
|
2019
Q2 | $11K | Hold |
341
| – | – | ﹤0.01% | 535 |
|
|
2019
Q1 | $11K | Sell |
341
-466
| -58% | -$15K | 0.01% | 572 |
|
|
2018
Q4 | $35K | Hold |
807
| – | – | 0.02% | 364 |
|
|
2018
Q3 | $45K | Hold |
807
| – | – | 0.02% | 366 |
|
|
2018
Q2 | $51K | Hold |
807
| – | – | 0.02% | 362 |
|
|
2018
Q1 | $49K | Hold |
807
| – | – | 0.02% | 368 |
|
|
2017
Q4 | $60K | Sell |
807
-233
| -22% | -$17.3K | 0.03% | 354 |
|
|
2017
Q3 | $81K | Hold |
1,040
| – | – | 0.04% | 318 |
|
|
2017
Q2 | $88K | Hold |
1,040
| – | – | 0.05% | 301 |
|
|
2017
Q1 | $93K | Buy |
1,040
+249
| +31% | +$22.3K | 0.05% | 277 |
|
|
2016
Q4 | $66K | Buy |
+791
| New | +$66K | 0.04% | 315 |
|