Avior Wealth Management’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 | $876K | Buy |
33,912
+33,641
| +12,414% | +$869K | 0.03% | 320 |
|
|
2025
Q1 | $8.23K | Sell |
271
-27,984
| -99% | -$850K | ﹤0.01% | 730 |
|
|
2024
Q4 | $868K | Buy |
28,255
+2,591
| +10% | +$79.6K | 0.03% | 310 |
|
|
2024
Q3 | $901K | Sell |
25,664
-668
| -3% | -$23.5K | 0.04% | 308 |
|
|
2024
Q2 | $848K | Sell |
26,332
-1,464
| -5% | -$47.2K | 0.04% | 309 |
|
|
2024
Q1 | $1.03M | Buy |
27,796
+1,285
| +5% | +$47.4K | 0.05% | 276 |
|
|
2023
Q4 | $980K | Buy |
26,511
+5,625
| +27% | +$208K | 0.06% | 214 |
|
|
2023
Q3 | $703K | Buy |
20,886
+1
| +0% | +$34 | 0.05% | 253 |
|
|
2023
Q2 | $741K | Sell |
20,885
-1,284
| -6% | -$45.6K | 0.05% | 253 |
|
|
2023
Q1 | $857K | Sell |
22,169
-879
| -4% | -$34K | 0.06% | 223 |
|
|
2022
Q4 | $938K | Hold |
23,048
| – | – | 0.07% | 196 |
|
|
2022
Q3 | $767K | Buy |
23,048
+8
| +0% | +$266 | 0.06% | 201 |
|
|
2022
Q2 | $878K | Buy |
23,040
+2,300
| +11% | +$87.6K | 0.09% | 162 |
|
|
2022
Q1 | $816K | Hold |
20,740
| – | – | 0.07% | 202 |
|
|
2021
Q4 | $743K | Buy |
20,740
+14,482
| +231% | +$519K | 0.06% | 247 |
|
|
2021
Q3 | $230K | Sell |
6,258
-398
| -6% | -$14.6K | 0.02% | 406 |
|
|
2021
Q2 | $270K | Buy |
6,656
+5
| +0.1% | +$203 | 0.03% | 378 |
|
|
2021
Q1 | $265K | Buy |
6,651
+1
| +0% | +$40 | 0.03% | 377 |
|
|
2020
Q4 | $230K | Hold |
6,650
| – | – | 0.03% | 367 |
|
|
2020
Q3 | $198K | Buy |
6,650
+6,594
| +11,775% | +$196K | 0.03% | 375 |
|
|
2020
Q2 | $1K | Buy |
56
+26
| +87% | +$464 | ﹤0.01% | 851 |
|
|
2020
Q1 | $0 | Hold |
30
| – | – | ﹤0.01% | 840 |
|
|
2019
Q4 | $0 | Buy |
30
+1
| +3% | – | ﹤0.01% | 833 |
|
|
2019
Q3 | $0 | Hold |
29
| – | – | ﹤0.01% | 829 |
|
|
2019
Q2 | $1K | Sell |
29
-7,999
| -100% | -$276K | ﹤0.01% | 788 |
|
|
2019
Q1 | $261K | Buy |
8,028
+8,000
| +28,571% | +$260K | 0.06% | 306 |
|
|
2018
Q4 | $1K | Sell |
28
-100
| -78% | -$3.57K | ﹤0.01% | 680 |
|
|
2018
Q3 | $7K | Hold |
128
| – | – | ﹤0.01% | 606 |
|
|
2018
Q2 | $8K | Sell |
128
-1,300
| -91% | -$81.3K | ﹤0.01% | 608 |
|
|
2018
Q1 | $89K | Buy |
1,428
+1
| +0.1% | +$62 | 0.02% | 450 |
|
|
2017
Q4 | $111K | Sell |
1,427
-100
| -7% | -$7.78K | 0.02% | 438 |
|
|
2017
Q3 | $118K | Hold |
1,527
| – | – | 0.04% | 161 |
|
|
2017
Q2 | $131K | Hold |
1,527
| – | – | 0.05% | 137 |
|
|
2017
Q1 | $139K | Buy |
1,527
+100
| +7% | +$9.1K | 0.05% | 162 |
|
|
2016
Q4 | $125K | Sell |
1,427
-48
| -3% | -$4.21K | 0.05% | 153 |
|
|
2016
Q3 | $132K | Hold |
1,475
| – | – | 0.05% | 155 |
|
|
2016
Q2 | $131K | Sell |
1,475
-342
| -19% | -$30.4K | 0.06% | 143 |
|
|
2016
Q1 | $143K | Buy |
1,817
+199
| +12% | +$15.7K | 0.06% | 135 |
|
|
2015
Q4 | $118K | Buy |
+1,618
| New | +$118K | 0.06% | 131 |
|