Allworth Financial’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 | $1.79M | Buy |
69,507
+23,867
| +52% | +$616K | 0.01% | 500 |
|
|
2025
Q1 | $1.35M | Buy |
45,640
+22,921
| +101% | +$679K | 0.01% | 467 |
|
|
2024
Q4 | $660K | Buy |
22,719
+9,139
| +67% | +$266K | ﹤0.01% | 619 |
|
|
2024
Q3 | $477K | Buy |
13,580
+3,695
| +37% | +$130K | ﹤0.01% | 580 |
|
|
2024
Q2 | $327K | Buy |
9,885
+685
| +7% | +$22.7K | ﹤0.01% | 667 |
|
|
2024
Q1 | $339K | Sell |
9,200
-2,092
| -19% | -$77.2K | ﹤0.01% | 642 |
|
|
2023
Q4 | $418K | Sell |
11,292
-2,667
| -19% | -$98.6K | ﹤0.01% | 560 |
|
|
2023
Q3 | $470K | Sell |
13,959
-552
| -4% | -$18.6K | ﹤0.01% | 504 |
|
|
2023
Q2 | $515K | Buy |
14,511
+3,751
| +35% | +$133K | ﹤0.01% | 495 |
|
|
2023
Q1 | $416K | Buy |
10,760
+1,610
| +18% | +$62.3K | ﹤0.01% | 501 |
|
|
2022
Q4 | $372K | Sell |
9,150
-49
| -0.5% | -$2K | ﹤0.01% | 515 |
|
|
2022
Q3 | $307K | Buy |
9,199
+571
| +7% | +$19.1K | ﹤0.01% | 512 |
|
|
2022
Q2 | $329K | Sell |
8,628
-408
| -5% | -$15.6K | ﹤0.01% | 475 |
|
|
2022
Q1 | $356K | Buy |
9,036
+312
| +4% | +$12.3K | ﹤0.01% | 454 |
|
|
2021
Q4 | $313K | Sell |
8,724
-85
| -1% | -$3.05K | ﹤0.01% | 445 |
|
|
2021
Q3 | $324K | Buy |
8,809
+313
| +4% | +$11.5K | 0.01% | 390 |
|
|
2021
Q2 | $346K | Buy |
8,496
+7,705
| +974% | +$314K | 0.01% | 299 |
|
|
2021
Q1 | $32K | Sell |
791
-112
| -12% | -$4.53K | ﹤0.01% | 669 |
|
|
2020
Q4 | $31K | Sell |
903
-3,298
| -79% | -$113K | ﹤0.01% | 567 |
|
|
2020
Q3 | $126K | Sell |
4,201
-753
| -15% | -$22.6K | ﹤0.01% | 296 |
|
|
2020
Q2 | $158K | Buy |
4,954
+165
| +3% | +$5.26K | ﹤0.01% | 260 |
|
|
2020
Q1 | $118K | Buy |
4,789
+3,942
| +465% | +$97.1K | ﹤0.01% | 296 |
|
|
2019
Q4 | $27K | Buy |
847
+291
| +52% | +$9.28K | ﹤0.01% | 465 |
|
|
2019
Q3 | $16K | Buy |
556
+1
| +0.2% | +$29 | ﹤0.01% | 493 |
|
|
2019
Q2 | $17K | Buy |
555
+1
| +0.2% | +$31 | ﹤0.01% | 486 |
|
|
2019
Q1 | $18K | Buy |
554
+31
| +6% | +$1.01K | ﹤0.01% | 472 |
|
|
2018
Q4 | $23K | Buy |
523
+2
| +0.4% | +$88 | ﹤0.01% | 382 |
|
|
2018
Q3 | $29K | Buy |
521
+17
| +3% | +$946 | ﹤0.01% | 367 |
|
|
2018
Q2 | $32K | Buy |
504
+59
| +13% | +$3.75K | ﹤0.01% | 340 |
|
|
2018
Q1 | $28K | Hold |
445
| – | – | ﹤0.01% | 324 |
|
|
2017
Q4 | $35K | Hold |
445
| – | – | ﹤0.01% | 291 |
|
|
2017
Q3 | $35K | Sell |
445
-61
| -12% | -$4.8K | ﹤0.01% | 278 |
|
|
2017
Q2 | $43K | Sell |
506
-27
| -5% | -$2.29K | ﹤0.01% | 267 |
|
|
2017
Q1 | $48K | Buy |
533
+21
| +4% | +$1.89K | ﹤0.01% | 239 |
|
|
2016
Q4 | $45K | Buy |
512
+102
| +25% | +$8.97K | ﹤0.01% | 222 |
|
|
2016
Q3 | $37K | Buy |
410
+217
| +112% | +$19.6K | ﹤0.01% | 254 |
|
|
2016
Q2 | $17K | Hold |
193
| – | – | ﹤0.01% | 327 |
|
|
2016
Q1 | $15K | Sell |
193
-23
| -11% | -$1.79K | ﹤0.01% | 343 |
|
|
2015
Q4 | $16K | Sell |
216
-47
| -18% | -$3.48K | ﹤0.01% | 334 |
|
|
2015
Q3 | $19K | Buy |
+263
| New | +$19K | 0.01% | 312 |
|