AE Wealth Management’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 | $2.71M | Buy |
105,081
+15,393
| +17% | +$397K | 0.02% | 470 |
|
|
2025
Q1 | $2.73M | Sell |
89,688
-4,459
| -5% | -$136K | 0.02% | 455 |
|
|
2024
Q4 | $2.89M | Buy |
94,147
+3,306
| +4% | +$102K | 0.02% | 454 |
|
|
2024
Q3 | $3.19M | Buy |
90,841
+576
| +0.6% | +$20.2K | 0.03% | 425 |
|
|
2024
Q2 | $2.91M | Buy |
90,265
+20,365
| +29% | +$656K | 0.03% | 439 |
|
|
2024
Q1 | $2.58M | Sell |
69,900
-16,546
| -19% | -$611K | 0.03% | 439 |
|
|
2023
Q4 | $3.22M | Buy |
86,446
+3,872
| +5% | +$144K | 0.02% | 735 |
|
|
2023
Q3 | $2.78M | Buy |
82,574
+5,454
| +7% | +$183K | 0.02% | 733 |
|
|
2023
Q2 | $2.74M | Buy |
77,120
+1,661
| +2% | +$59K | 0.02% | 736 |
|
|
2023
Q1 | $2.92M | Sell |
75,459
-1,590
| -2% | -$61.5K | 0.02% | 672 |
|
|
2022
Q4 | $3.14M | Sell |
77,049
-5,397
| -7% | -$220K | 0.02% | 602 |
|
|
2022
Q3 | $2.75M | Buy |
82,446
+3,348
| +4% | +$112K | 0.02% | 600 |
|
|
2022
Q2 | $3.02M | Buy |
79,098
+3,996
| +5% | +$152K | 0.02% | 536 |
|
|
2022
Q1 | $2.96M | Buy |
75,102
+13,427
| +22% | +$529K | 0.02% | 590 |
|
|
2021
Q4 | $2.21M | Sell |
61,675
-9,475
| -13% | -$340K | 0.02% | 669 |
|
|
2021
Q3 | $2.62M | Buy |
71,150
+2,551
| +4% | +$93.9K | 0.02% | 561 |
|
|
2021
Q2 | $2.8M | Buy |
68,599
+3,290
| +5% | +$134K | 0.02% | 536 |
|
|
2021
Q1 | $2.61M | Buy |
65,309
+4,035
| +7% | +$161K | 0.03% | 495 |
|
|
2020
Q4 | $2.12M | Buy |
61,274
+14,449
| +31% | +$501K | 0.02% | 481 |
|
|
2020
Q3 | $1.4M | Buy |
46,825
+4,354
| +10% | +$130K | 0.02% | 529 |
|
|
2020
Q2 | $1.35M | Buy |
42,471
+22,865
| +117% | +$729K | 0.02% | 519 |
|
|
2020
Q1 | $485K | Buy |
19,606
+9,831
| +101% | +$243K | 0.01% | 690 |
|
|
2019
Q4 | $314K | Buy |
9,775
+848
| +9% | +$27.2K | 0.01% | 884 |
|
|
2019
Q3 | $249K | Sell |
8,927
-3,912
| -30% | -$109K | 0.01% | 850 |
|
|
2019
Q2 | $399K | Buy |
12,839
+1,432
| +13% | +$44.5K | 0.01% | 649 |
|
|
2019
Q1 | $372K | Sell |
11,407
-78
| -0.7% | -$2.54K | 0.03% | 413 |
|
|
2018
Q4 | $494K | Sell |
11,485
-3,803
| -25% | -$164K | 0.08% | 248 |
|
|
2018
Q3 | $843K | Buy |
15,288
+5,790
| +61% | +$319K | 0.05% | 243 |
|
|
2018
Q2 | $597K | Buy |
9,498
+3,937
| +71% | +$247K | 0.04% | 238 |
|
|
2018
Q1 | $346K | Buy |
5,561
+1,768
| +47% | +$110K | 0.03% | 301 |
|
|
2017
Q4 | $295K | Buy |
3,793
+510
| +16% | +$39.7K | 0.03% | 322 |
|
|
2017
Q3 | $255K | Buy |
3,283
+494
| +18% | +$38.4K | 0.02% | 335 |
|
|
2017
Q2 | $239K | Buy |
2,789
+255
| +10% | +$21.9K | 0.03% | 329 |
|
|
2017
Q1 | $230K | Sell |
2,534
-803
| -24% | -$72.9K | 0.04% | 239 |
|
|
2016
Q4 | $291K | Buy |
+3,337
| New | +$291K | 0.12% | 153 |
|