Arkadios 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
$1.65M Sell
63,744
-9,045
-12% -$234K 0.05% 394
2025
Q1
$2.21M Buy
72,789
+46,666
+179% +$1.42M 0.08% 269
2024
Q4
$802K Buy
26,123
+4,499
+21% +$138K 0.04% 390
2024
Q3
$759K Buy
21,624
+675
+3% +$23.7K 0.04% 399
2024
Q2
$675K Buy
20,949
+9,271
+79% +$299K 0.05% 377
2024
Q1
$431K Buy
11,678
+4,240
+57% +$156K 0.03% 419
2023
Q4
$275K Buy
7,438
+424
+6% +$15.7K 0.02% 554
2023
Q3
$236K Buy
+7,014
New +$236K 0.02% 571
2021
Q4
Sell
-3,680
Closed -$135K 1219
2021
Q3
$135K Sell
3,680
-4,684
-56% -$172K 0.02% 605
2021
Q2
$341K Buy
8,364
+4,638
+124% +$189K 0.04% 418
2021
Q1
$149K Buy
3,726
+172
+5% +$6.88K 0.02% 455
2020
Q4
$123K Buy
3,554
+1,708
+93% +$59.1K 0.03% 404
2020
Q3
$59.4K Buy
1,846
+17
+0.9% +$547 0.03% 375
2020
Q2
$60.9K Sell
1,829
-19
-1% -$633 0.03% 340
2020
Q1
$45.7K Buy
1,848
+719
+64% +$17.8K 0.03% 354
2019
Q4
$31.3K Buy
+1,129
New +$31.3K 0.02% 381