A.D. Beadell Investment Counsel’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,715
| Closed | -$298K | – | 91 |
|
|
2024
Q4 | $298K | Buy |
9,715
+3,000
| +45% | +$92K | 0.24% | 73 |
|
|
2024
Q3 | $235K | Buy |
6,715
+50
| +0.8% | +$1.75K | 0.19% | 78 |
|
|
2024
Q2 | $214K | Hold |
6,665
| – | – | 0.18% | 76 |
|
|
2024
Q1 | $245K | Sell |
6,665
-1,250
| -16% | -$45.9K | 0.21% | 64 |
|
|
2023
Q4 | $292K | Hold |
7,915
| – | – | 0.28% | 60 |
|
|
2023
Q3 | $266K | Buy |
+7,915
| New | +$266K | 0.28% | 62 |
|