Avion Wealth’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7K | Sell |
322
-58
| -15% | -$1.36K | ﹤0.01% | 581 |
|
|
2025
Q4 | $9K | Buy |
380
+6
| +2% | +$149 | ﹤0.01% | 515 |
|
|
2025
Q3 | $9K | Sell |
374
-27
| -7% | -$734 | ﹤0.01% | 509 |
|
|
2025
Q2 | $10K | Buy |
401
+46
| +13% | +$1.28K | ﹤0.01% | 470 |
|
|
2025
Q1 | $10K | Hold |
355
| – | – | ﹤0.01% | 395 |
|
|
2024
Q4 | $10K | Buy |
355
+23
| +7% | +$754 | ﹤0.01% | 394 |
|
|
2024
Q3 | $11K | Buy |
332
+15
| +5% | +$516 | ﹤0.01% | 355 |
|
|
2024
Q2 | $10K | Buy |
317
+48
| +18% | +$1.71K | ﹤0.01% | 334 |
|
|
2024
Q1 | $10K | Sell |
269
-14
| -5% | -$509 | ﹤0.01% | 314 |
|
|
2023
Q4 | $10K | Buy |
283
+42
| +17% | +$1.43K | ﹤0.01% | 282 |
|
|
2023
Q3 | $7K | Buy |
241
+168
| +230% | +$5.8K | ﹤0.01% | 309 |
|
|
2023
Q2 | $2K | Buy |
73
+26
| +55% | +$1K | ﹤0.01% | 481 |
|
|
2023
Q1 | $1K | Sell |
47
-83
| -64% | -$3.29K | ﹤0.01% | 453 |
|
|
2022
Q4 | $4K | Hold |
130
| – | – | ﹤0.01% | 337 |
|
|
2022
Q3 | $4K | Hold |
130
| – | – | ﹤0.01% | 344 |
|
|
2022
Q2 | $5K | Buy |
+130
| New | +$5.21K | ﹤0.01% | 326 |
|
|
2022
Q1 | – | Sell |
-66
| Closed | -$2K | – | 417 |
|
|
2021
Q4 | $2K | Hold |
66
| – | – | ﹤0.01% | 335 |
|
|
2021
Q3 | $2K | Hold |
66
| – | – | ﹤0.01% | 320 |
|
|
2021
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 294 |
|
|
2021
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 288 |
|
|
2020
Q4 | $2K | Hold |
66
| – | – | ﹤0.01% | 306 |
|
|
2020
Q3 | $2K | Hold |
66
| – | – | ﹤0.01% | 273 |
|
|
2020
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 246 |
|
|
2020
Q1 | $2K | Buy |
+66
| New | +$1.81K | ﹤0.01% | 265 |
|
Other funds holding KHC
VCM
VPM