Beam Wealth Advisors’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
$295K Sell
11,416
-150
-1% -$3.87K 0.09% 102
2025
Q1
$352K Sell
11,566
-560
-5% -$17K 0.12% 95
2024
Q4
$372K Buy
12,126
+35
+0.3% +$1.08K 0.12% 95
2024
Q3
$425K Sell
12,091
-365
-3% -$12.8K 0.13% 92
2024
Q2
$401K Buy
+12,456
New +$401K 0.13% 91