Arete Wealth Advisors’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 | – | Sell |
-7,281
| Closed | -$222K | – | 781 |
|
|
2025
Q1 | $222K | Sell |
7,281
-94
| -1% | -$2.87K | 0.02% | 642 |
|
|
2024
Q4 | $226K | Buy |
7,375
+1,360
| +23% | +$41.7K | 0.02% | 658 |
|
|
2024
Q3 | $211K | Sell |
6,015
-1,187
| -16% | -$41.6K | 0.02% | 638 |
|
|
2024
Q2 | $231K | Buy |
+7,202
| New | +$231K | 0.02% | 616 |
|
|
2024
Q1 | – | Sell |
-7,214
| Closed | -$267K | – | 563 |
|
|
2023
Q4 | $267K | Buy |
7,214
+786
| +12% | +$29.1K | 0.02% | 584 |
|
|
2023
Q3 | $216K | Buy |
+6,428
| New | +$216K | 0.04% | 417 |
|
|
2023
Q2 | – | Sell |
-6,272
| Closed | -$243K | – | 715 |
|
|
2023
Q1 | $243K | Sell |
6,272
-148
| -2% | -$5.73K | 0.02% | 533 |
|
|
2022
Q4 | $261M | Buy |
+6,420
| New | +$261M | 0.02% | 493 |
|
|
2019
Q1 | – | Sell |
-12,612
| Closed | -$543K | – | 401 |
|
|
2018
Q4 | $543K | Buy |
12,612
+101
| +0.8% | +$4.35K | 0.13% | 182 |
|
|
2018
Q3 | $690K | Buy |
+12,511
| New | +$690K | 0.15% | 155 |
|