BSW Wealth Partners’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 | – | Sell |
-7,748
| Closed | -$236K | – | 326 |
|
|
2025
Q1 | $236K | Buy |
+7,748
| New | +$236K | 0.04% | 267 |
|
|
2023
Q3 | – | Sell |
-5,925
| Closed | -$210K | – | 268 |
|
|
2023
Q2 | $210K | Buy |
5,925
+11
| +0.2% | +$391 | 0.04% | 247 |
|
|
2023
Q1 | $229K | Buy |
5,914
+425
| +8% | +$16.4K | 0.05% | 272 |
|
|
2022
Q4 | $223K | Buy |
+5,489
| New | +$223K | 0.05% | 258 |
|
|
2022
Q3 | – | Sell |
-5,830
| Closed | -$222K | – | 285 |
|
|
2022
Q2 | $222K | Sell |
5,830
-12
| -0.2% | -$457 | 0.05% | 241 |
|
|
2022
Q1 | $230K | Buy |
+5,842
| New | +$230K | 0.06% | 249 |
|