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