Caldwell Trust’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.48K | Sell |
251
-424
|
|
||||
|
2025
Q1 | $20.5K | Sell |
675
-87
|
|
||||
|
2024
Q4 | $23.4K | Sell |
762
-34
|
|
||||
|
2024
Q3 | $27.9K | Buy |
796
+459
|
|
||||
|
2024
Q2 | $10.9K | Sell |
337
-257
|
|
||||
|
2024
Q1 | $21.9K | Buy |
594
+387
|
|
||||
|
2023
Q4 | $7.66K | Sell |
207
-11
|
|
||||
|
2023
Q3 | $7.33K | Hold |
218
|
|
||||
|
2023
Q2 | $7.74K | Sell |
218
-50
|
|
||||
|
2023
Q1 | $10.4K | Hold |
268
|
|
||||
|
2022
Q4 | $10.9K | Hold |
268
|
|
||||
|
2022
Q3 | $8.94K | Hold |
268
|
|
||||
|
2022
Q2 | $10.2K | Hold |
268
|
|
||||
|
2022
Q1 | $10.6K | Hold |
268
|
|
||||
|
2021
Q4 | $9.62K | Hold |
268
|
|
||||
|
2021
Q3 | $9.87K | Hold |
268
|
|
||||
|
2021
Q2 | $10.9K | Sell |
268
-330
|
|
||||
|
2021
Q1 | $23.9K | Sell |
598
-130
|
|
||||
|
2020
Q4 | $25.2K | Sell |
728
-360
|
|
||||
|
2020
Q3 | $32.6K | Sell |
1,088
-214
|
|
||||
|
2020
Q2 | $41.5K | Sell |
1,302
-5
|
|
||||
|
2020
Q1 | $32.3K | Sell |
1,307
-534
|
|
||||
|
2019
Q4 | $59.2K | Buy |
+1,841
|
|