Ameritas Advisory Services’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 | $725K | Buy |
28,083
+1,373
| +5% | +$35.5K | 0.04% | 420 |
|
|
2025
Q1 | $813K | Buy |
26,710
+245
| +0.9% | +$7.46K | 0.03% | 457 |
|
|
2024
Q4 | $813K | Buy |
26,465
+2,025
| +8% | +$62.2K | 0.03% | 471 |
|
|
2024
Q3 | $858K | Buy |
24,440
+786
| +3% | +$27.6K | 0.04% | 424 |
|
|
2024
Q2 | $762K | Buy |
23,654
+1,115
| +5% | +$35.9K | 0.03% | 476 |
|
|
2024
Q1 | $831K | Sell |
22,539
-392
| -2% | -$14.5K | 0.03% | 424 |
|
|
2023
Q4 | $847K | Buy |
22,931
+837
| +4% | +$30.9K | 0.05% | 324 |
|
|
2023
Q3 | $743K | Buy |
+22,094
| New | +$743K | 0.04% | 409 |
|
|
2023
Q2 | – | Sell |
-20,286
| Closed | -$794K | – | 1639 |
|
|
2023
Q1 | $794K | Sell |
20,286
-2,674
| -12% | -$105K | 0.04% | 364 |
|
|
2022
Q4 | $935K | Buy |
22,960
+468
| +2% | +$19.1K | 0.04% | 369 |
|
|
2022
Q3 | $750K | Buy |
22,492
+1,710
| +8% | +$57K | 0.04% | 342 |
|
|
2022
Q2 | $793K | Buy |
20,782
+725
| +4% | +$27.7K | 0.05% | 336 |
|
|
2022
Q1 | $790K | Buy |
20,057
+1,162
| +6% | +$45.8K | 0.03% | 383 |
|
|
2021
Q4 | $678K | Buy |
+18,895
| New | +$678K | 0.02% | 420 |
|