Bartlett & Co 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 | $94K | Hold |
3,640
| – | – | ﹤0.01% | 558 |
|
|
2025
Q1 | $111K | Sell |
3,640
-9,200
| -72% | -$280K | ﹤0.01% | 529 |
|
|
2024
Q4 | $394K | Hold |
12,840
| – | – | 0.01% | 353 |
|
|
2024
Q3 | $451K | Sell |
12,840
-198
| -2% | -$6.95K | 0.01% | 340 |
|
|
2024
Q2 | $420K | Buy |
13,038
+1
| +0% | +$32 | 0.01% | 346 |
|
|
2024
Q1 | $481K | Sell |
13,037
-2,315
| -15% | -$85.4K | 0.01% | 332 |
|
|
2023
Q4 | $570K | Sell |
15,352
-600
| -4% | -$22.3K | 0.01% | 331 |
|
|
2023
Q3 | $537K | Sell |
15,952
-907
| -5% | -$30.5K | 0.01% | 326 |
|
|
2023
Q2 | $598K | Buy |
16,859
+15,450
| +1,097% | +$548K | 0.01% | 321 |
|
|
2023
Q1 | $54.5K | Sell |
1,409
-353
| -20% | -$13.7K | ﹤0.01% | 557 |
|
|
2022
Q4 | $71.7K | Buy |
1,762
+333
| +23% | +$13.6K | ﹤0.01% | 524 |
|
|
2022
Q3 | $47.7K | Sell |
1,429
-20
| -1% | -$667 | ﹤0.01% | 572 |
|
|
2022
Q2 | $55.3K | Hold |
1,449
| – | – | ﹤0.01% | 558 |
|
|
2022
Q1 | $57.1K | Buy |
+1,449
| New | +$57.1K | ﹤0.01% | 566 |
|
|
2021
Q4 | – | Sell |
-449
| Closed | -$16.5K | – | 656 |
|
|
2021
Q3 | $16.5K | Sell |
449
-15
| -3% | -$552 | ﹤0.01% | 657 |
|
|
2021
Q2 | $18.9K | Hold |
464
| – | – | ﹤0.01% | 630 |
|
|
2021
Q1 | $18.6K | Sell |
464
-116
| -20% | -$4.64K | ﹤0.01% | 673 |
|
|
2020
Q4 | $20.1K | Buy |
580
+96
| +20% | +$3.33K | ﹤0.01% | 666 |
|
|
2020
Q3 | $14.5K | Sell |
484
-100
| -17% | -$3K | ﹤0.01% | 652 |
|
|
2020
Q2 | $18.6K | Sell |
584
-767
| -57% | -$24.5K | ﹤0.01% | 614 |
|
|
2020
Q1 | $33.4K | Hold |
1,351
| – | – | ﹤0.01% | 526 |
|
|
2019
Q4 | $43.4K | Sell |
1,351
-402
| -23% | -$12.9K | ﹤0.01% | 556 |
|
|
2019
Q3 | $49K | Sell |
1,753
-198
| -10% | -$5.53K | ﹤0.01% | 534 |
|
|
2019
Q2 | $60.5K | Buy |
1,951
+291
| +18% | +$9.03K | ﹤0.01% | 409 |
|
|
2019
Q1 | $54.2K | Sell |
1,660
-2,070
| -55% | -$67.6K | ﹤0.01% | 410 |
|
|
2018
Q4 | $161K | Sell |
3,730
-300
| -7% | -$12.9K | 0.01% | 264 |
|
|
2018
Q3 | $222K | Sell |
4,030
-567
| -12% | -$31.2K | 0.01% | 247 |
|
|
2018
Q2 | $289K | Sell |
4,597
-29
| -0.6% | -$1.82K | 0.01% | 225 |
|
|
2018
Q1 | $288K | Buy |
+4,626
| New | +$288K | 0.01% | 224 |
|