AssuredPartners Investment 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
-12,879
Closed -$392K 297
2025
Q1
$392K Buy
12,879
+5,360
+71% +$163K 0.08% 233
2024
Q4
$231K Buy
+7,519
New +$231K 0.05% 302