Aviso 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 | $1.12M | Sell |
43,437
-7,367
| -15% | -$190K | 0.52% | 49 |
|
2025
Q1 | $1.55M | Sell |
50,804
-1,572
| -3% | -$47.8K | 0.82% | 33 |
|
2024
Q4 | $1.61M | Sell |
52,376
-14,021
| -21% | -$431K | 0.82% | 31 |
|
2024
Q3 | $2.33M | Buy |
66,397
+8,338
| +14% | +$293K | 1.26% | 14 |
|
2024
Q2 | $1.87M | Buy |
58,059
+7,656
| +15% | +$247K | 1.11% | 18 |
|
2024
Q1 | $1.86M | Sell |
50,403
-476
| -0.9% | -$17.6K | 1.17% | 20 |
|
2023
Q4 | $1.88M | Buy |
+50,879
| New | +$1.88M | 1.36% | 14 |
|