Bogart Wealth LLC’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
$86.5K Buy
3,350
+6
+0.2% +$155 ﹤0.01% 339
2025
Q1
$102K Buy
3,344
+1,914
+134% +$58.2K ﹤0.01% 308
2024
Q4
$43.9K Sell
1,430
-27
-2% -$829 ﹤0.01% 429
2024
Q3
$51.2K Buy
1,457
+112
+8% +$3.93K ﹤0.01% 407
2024
Q2
$43.3K Sell
1,345
-138
-9% -$4.45K ﹤0.01% 431
2024
Q1
$54.7K Buy
1,483
+631
+74% +$23.3K ﹤0.01% 366
2023
Q4
$31.5K Buy
852
+100
+13% +$3.7K ﹤0.01% 436
2023
Q3
$25.3K Sell
752
-58
-7% -$1.95K ﹤0.01% 438
2023
Q2
$28.8K Sell
810
-123
-13% -$4.37K ﹤0.01% 404
2023
Q1
$36.1K Sell
933
-1
-0.1% -$39 ﹤0.01% 375
2022
Q4
$38K Hold
934
﹤0.01% 336
2022
Q3
$31K Buy
934
+82
+10% +$2.72K ﹤0.01% 370
2022
Q2
$33K Buy
852
+511
+150% +$19.8K ﹤0.01% 353
2022
Q1
$13K Buy
341
+324
+1,906% +$12.4K ﹤0.01% 450
2021
Q4
$1K Hold
17
﹤0.01% 714
2021
Q3
$1K Buy
+17
New +$1K ﹤0.01% 689
2018
Q3
Sell
-29
Closed -$1K 342
2018
Q2
$1K Buy
+29
New +$1K ﹤0.01% 331