B. Riley Wealth Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $240K | Sell |
7,815
-5,812
| -43% | -$190K | 0.01% | 959 |
|
|
2024
Q3 | $476K | Sell |
13,627
-3,417
| -20% | -$118K | 0.01% | 756 |
|
|
2024
Q2 | $549K | Sell |
17,044
-3,132
| -16% | -$112K | 0.01% | 773 |
|
|
2024
Q1 | $679K | Buy |
20,176
+2,548
| +14% | +$92.6K | 0.02% | 651 |
|
|
2023
Q4 | $652K | Sell |
17,628
-2,548
| -13% | -$86.6K | 0.02% | 689 |
|
|
2023
Q3 | $679K | Sell |
20,176
-1,740
| -8% | -$60.1K | 0.02% | 651 |
|
|
2023
Q2 | $778K | Sell |
21,916
-3,737
| -15% | -$144K | 0.02% | 664 |
|
|
2023
Q1 | $992K | Buy |
25,653
+1,789
| +7% | +$70.8K | 0.03% | 540 |
|
|
2022
Q4 | $972K | Buy |
23,864
+4,859
| +26% | +$184K | 0.03% | 546 |
|
|
2022
Q3 | $634K | Buy |
19,005
+10,413
| +121% | +$387K | 0.02% | 664 |
|
|
2022
Q2 | $328K | Sell |
8,592
-42,186
| -83% | -$1.69M | 0.01% | 837 |
|
|
2022
Q1 | $2M | Sell |
50,778
-2,176
| -4% | -$81.5K | 0.07% | 303 |
|
|
2021
Q4 | $1.9M | Buy |
52,954
+22,630
| +75% | +$813K | 0.05% | 369 |
|
|
2021
Q3 | $1.12M | Buy |
30,324
+11,088
| +58% | +$417K | 0.04% | 482 |
|
|
2021
Q2 | $784K | Buy |
19,236
+1,274
| +7% | +$53.6K | 0.03% | 596 |
|
|
2021
Q1 | $713K | Buy |
17,962
+9,186
| +105% | +$331K | 0.03% | 586 |
|
|
2020
Q4 | $305K | Sell |
8,776
-38,826
| -82% | -$1.26M | 0.02% | 748 |
|
|
2020
Q3 | $1.43M | Buy |
47,602
+2,191
| +5% | +$72.9K | 0.08% | 256 |
|
|
2020
Q2 | $1.45M | Buy |
45,411
+1,356
| +3% | +$40.7K | 0.1% | 218 |
|
|
2020
Q1 | $1.09M | Buy |
+44,055
| New | +$1.21M | 0.09% | 223 |
|
|
2018
Q3 | – | Sell |
-7,198
| Closed | -$453K | – | 734 |
|
|
2018
Q2 | $453K | Buy |
+7,198
| New | +$427K | 0.06% | 348 |
|
|
2018
Q1 | – | Sell |
-9,910
| Closed | -$772K | – | 695 |
|
|
2017
Q4 | $772K | Buy |
9,910
+5,524
| +126% | +$434K | 0.1% | 217 |
|
|
2017
Q3 | $341K | Sell |
4,386
-474
| -10% | -$39.6K | 0.06% | 347 |
|
|
2017
Q2 | $417K | Buy |
4,860
+383
| +9% | +$34.7K | 0.08% | 285 |
|
|
2017
Q1 | $408K | Buy |
4,477
+21
| +0.5% | +$1.89K | 0.08% | 274 |
|
|
2016
Q4 | $390K | Sell |
4,456
-4,309
| -49% | -$369K | 0.08% | 282 |
|
|
2016
Q3 | $570K | Sell |
8,765
-566
| -6% | -$50.1K | 0.11% | 223 |
|
|
2016
Q2 | $551K | Buy |
9,331
+543
| +6% | +$44.7K | 0.11% | 226 |
|
|
2016
Q1 | $430K | Sell |
8,788
-478
| -5% | -$35.8K | 0.1% | 252 |
|
|
2015
Q4 | $675K | Buy |
9,266
+3,096
| +50% | +$228K | 0.14% | 185 |
|
|
2015
Q3 | $436K | Buy |
+6,170
| New | +$466K | 0.1% | 258 |
|
Other funds holding KHC
