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 |
|