Carson Advisory’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 | $235K | Sell |
9,088
-945
| -9% | -$24.4K | 0.15% | 153 |
|
|
2025
Q1 | $305K | Sell |
10,033
-97
| -1% | -$2.95K | 0.21% | 113 |
|
|
2024
Q4 | $311K | Sell |
10,130
-91
| -0.9% | -$2.8K | 0.22% | 112 |
|
|
2024
Q3 | $359K | Sell |
10,221
-93
| -0.9% | -$3.27K | 0.23% | 111 |
|
|
2024
Q2 | $332K | Sell |
10,314
-527
| -5% | -$17K | 0.23% | 106 |
|
|
2024
Q1 | $400K | Sell |
10,841
-200
| -2% | -$7.38K | 0.28% | 95 |
|
|
2023
Q4 | $408K | Buy |
11,041
+122
| +1% | +$4.51K | 0.32% | 89 |
|
|
2023
Q3 | $367K | Sell |
10,919
-586
| -5% | -$19.7K | 0.32% | 92 |
|
|
2023
Q2 | $408K | Sell |
11,505
-93
| -0.8% | -$3.3K | 0.35% | 85 |
|
|
2023
Q1 | $449K | Sell |
11,598
-501
| -4% | -$19.4K | 0.4% | 76 |
|
|
2022
Q4 | $493K | Sell |
12,099
-394
| -3% | -$16K | 0.47% | 58 |
|
|
2022
Q3 | $417K | Buy |
12,493
+7
| +0.1% | +$234 | 0.46% | 62 |
|
|
2022
Q2 | $476K | Sell |
12,486
-6,444
| -34% | -$246K | 0.53% | 57 |
|
|
2022
Q1 | $746K | Sell |
18,930
-12,944
| -41% | -$510K | 0.74% | 37 |
|
|
2021
Q4 | $1.14M | Buy |
+31,874
| New | +$1.14M | 1.16% | 23 |
|