BOK Financial Private Wealth’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 | $7.13K | Hold |
276
| – | – | ﹤0.01% | 379 |
|
2025
Q1 | $8.4K | Hold |
276
| – | – | ﹤0.01% | 395 |
|
2024
Q4 | $8.48K | Sell |
276
-668
| -71% | -$20.5K | ﹤0.01% | 377 |
|
2024
Q3 | $33.1K | Buy |
+944
| New | +$33.1K | ﹤0.01% | 301 |
|
2022
Q3 | – | Sell |
-116
| Closed | -$4K | – | 389 |
|
2022
Q2 | $4K | Buy |
+116
| New | +$4K | ﹤0.01% | 353 |
|
2018
Q2 | – | Sell |
-3,361
| Closed | -$209K | – | 115 |
|
2018
Q1 | $209K | Sell |
3,361
-404
| -11% | -$25.1K | 0.03% | 113 |
|
2017
Q4 | $293K | Buy |
3,765
+52
| +1% | +$4.05K | 0.05% | 90 |
|
2017
Q3 | $288K | Sell |
3,713
-146
| -4% | -$11.3K | 0.05% | 89 |
|
2017
Q2 | $330K | Sell |
3,859
-71
| -2% | -$6.07K | 0.05% | 90 |
|
2017
Q1 | $357K | Sell |
3,930
-52
| -1% | -$4.72K | 0.05% | 91 |
|
2016
Q4 | $348K | Sell |
3,982
-429
| -10% | -$37.5K | 0.05% | 95 |
|
2016
Q3 | $395K | Buy |
4,411
+1,059
| +32% | +$94.8K | 0.06% | 96 |
|
2016
Q2 | $297K | Sell |
3,352
-1
| -0% | -$89 | 0.05% | 100 |
|
2016
Q1 | $263K | Hold |
3,353
| – | – | 0.04% | 61 |
|
2015
Q4 | $244K | Hold |
3,353
| – | – | 0.04% | 64 |
|
2015
Q3 | $237K | Buy |
+3,353
| New | +$237K | 0.04% | 66 |
|