CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Sell |
23,541
-1,034
| -4% | -$29.5K | 0.24% | 79 |
|
|
2025
Q1 | $708K | Hold |
24,575
| – | – | 0.29% | 75 |
|
|
2024
Q4 | $703K | Sell |
24,575
-2,995
| -11% | -$85.7K | 0.26% | 80 |
|
|
2024
Q3 | $920K | Sell |
27,570
-270
| -1% | -$9.01K | 0.35% | 64 |
|
|
2024
Q2 | $942K | Buy |
27,840
+150
| +0.5% | +$5.08K | 0.37% | 60 |
|
|
2024
Q1 | $1.06M | Sell |
27,690
-1,625
| -6% | -$62.4K | 0.45% | 54 |
|
|
2023
Q4 | $1.08M | Sell |
29,315
-700
| -2% | -$25.8K | 0.45% | 53 |
|
|
2023
Q3 | $963K | Sell |
30,015
-300
| -1% | -$9.62K | 0.45% | 56 |
|
|
2023
Q2 | $1.07M | Buy |
30,315
+288
| +1% | +$10.2K | 0.47% | 53 |
|
|
2023
Q1 | $1.22M | Sell |
30,027
-185
| -0.6% | -$7.53K | 0.56% | 47 |
|
|
2022
Q4 | $1.2M | Buy |
30,212
+467
| +2% | +$18.5K | 0.53% | 50 |
|
|
2022
Q3 | $1.05M | Sell |
29,745
-250
| -0.8% | -$8.8K | 0.49% | 52 |
|
|
2022
Q2 | $1.15M | Buy |
29,995
+3,250
| +12% | +$125K | 0.53% | 52 |
|
|
2022
Q1 | $1.1M | Buy |
26,745
+175
| +0.7% | +$7.17K | 0.45% | 60 |
|
|
2021
Q4 | $962K | Buy |
26,570
+150
| +0.6% | +$5.43K | 0.41% | 69 |
|
|
2021
Q3 | $983K | Buy |
26,420
+6,485
| +33% | +$241K | 0.4% | 69 |
|
|
2021
Q2 | $783K | Buy |
19,935
+1,815
| +10% | +$71.3K | 0.34% | 74 |
|
|
2021
Q1 | $727K | Buy |
18,120
+1,165
| +7% | +$46.7K | 0.32% | 72 |
|
|
2020
Q4 | $549K | Buy |
16,955
+1,675
| +11% | +$54.2K | 0.27% | 79 |
|
|
2020
Q3 | $479K | Buy |
+15,280
| New | +$479K | 0.25% | 82 |
|