Abundance Wealth Counselors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.33M | Buy |
51,463
+3,231
| +7% | +$83.4K | 0.25% | 68 |
|
2025
Q1 | $1.47M | Buy |
48,232
+10,372
| +27% | +$316K | 0.31% | 62 |
|
2024
Q4 | $1.16M | Sell |
37,860
-4,662
| -11% | -$143K | 0.25% | 64 |
|
2024
Q3 | $1.49M | Buy |
+42,522
| New | +$1.49M | 0.31% | 55 |
|
2024
Q2 | – | Sell |
-33,337
| Closed | -$1.23M | – | 108 |
|
2024
Q1 | $1.23M | Buy |
33,337
+7,452
| +29% | +$275K | 0.28% | 62 |
|
2023
Q4 | $957K | Buy |
25,885
+2,423
| +10% | +$89.6K | 0.25% | 67 |
|
2023
Q3 | $789K | Buy |
+23,462
| New | +$789K | 0.23% | 71 |
|
2023
Q2 | – | Sell |
-20,408
| Closed | -$789K | – | 108 |
|
2023
Q1 | $789K | Sell |
20,408
-300
| -1% | -$11.6K | 0.2% | 74 |
|
2022
Q4 | $843K | Buy |
20,708
+2,836
| +16% | +$115K | 0.23% | 69 |
|
2022
Q3 | $596K | Buy |
17,872
+1,405
| +9% | +$46.9K | 0.17% | 80 |
|
2022
Q2 | $628K | Buy |
16,467
+1,586
| +11% | +$60.5K | 0.17% | 83 |
|
2022
Q1 | $586K | Buy |
14,881
+4,120
| +38% | +$162K | 0.16% | 85 |
|
2021
Q4 | $386K | Buy |
+10,761
| New | +$386K | 0.1% | 89 |
|
2021
Q3 | – | Sell |
-6,990
| Closed | -$285K | – | 84 |
|
2021
Q2 | $285K | Buy |
6,990
+5,891
| +536% | +$240K | 0.07% | 98 |
|
2021
Q1 | $44K | Buy |
+1,099
| New | +$44K | 0.01% | 177 |
|