Carson Wealth (CWM LLC)’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Buy |
686,043
+47,336
| +7% | +$1.22M | 0.06% | 265 |
|
|
2025
Q1 | $19.4M | Buy |
638,707
+25,426
| +4% | +$774K | 0.08% | 224 |
|
|
2024
Q4 | $18.8M | Sell |
613,281
-4,604
| -0.7% | -$141K | 0.08% | 213 |
|
|
2024
Q3 | $21.7M | Sell |
617,885
-4,319
| -0.7% | -$152K | 0.09% | 195 |
|
|
2024
Q2 | $20M | Buy |
622,204
+607,311
| +4,078% | +$19.6M | 0.09% | 200 |
|
|
2024
Q1 | $550K | Buy |
14,893
+2,190
| +17% | +$80.9K | ﹤0.01% | 1094 |
|
|
2023
Q4 | $470K | Sell |
12,703
-1,244
| -9% | -$46K | ﹤0.01% | 1085 |
|
|
2023
Q3 | $469K | Buy |
13,947
+2,482
| +22% | +$83.5K | ﹤0.01% | 997 |
|
|
2023
Q2 | $407K | Buy |
11,465
+2,029
| +22% | +$72K | ﹤0.01% | 1002 |
|
|
2023
Q1 | $365K | Buy |
9,436
+1,032
| +12% | +$39.9K | ﹤0.01% | 988 |
|
|
2022
Q4 | $342K | Buy |
8,404
+569
| +7% | +$23.2K | ﹤0.01% | 912 |
|
|
2022
Q3 | $261K | Sell |
7,835
-266
| -3% | -$8.86K | ﹤0.01% | 952 |
|
|
2022
Q2 | $309K | Sell |
8,101
-266
| -3% | -$10.1K | ﹤0.01% | 877 |
|
|
2022
Q1 | $330K | Buy |
8,367
+1,318
| +19% | +$52K | ﹤0.01% | 851 |
|
|
2021
Q4 | $253K | Buy |
+7,049
| New | +$253K | ﹤0.01% | 927 |
|
|
2021
Q2 | $187K | Hold |
4,589
| – | – | ﹤0.01% | 923 |
|
|
2021
Q1 | $187K | Hold |
4,589
| – | – | ﹤0.01% | 923 |
|
|
2020
Q4 | $187K | Hold |
4,589
| – | – | ﹤0.01% | 923 |
|
|
2020
Q3 | $187K | Hold |
4,589
| – | – | ﹤0.01% | 923 |
|
|
2020
Q2 | $187K | Hold |
4,589
| – | – | ﹤0.01% | 923 |
|
|
2020
Q1 | $187K | Hold |
4,589
| – | – | ﹤0.01% | 923 |
|
|
2019
Q4 | $187K | Hold |
4,589
| – | – | ﹤0.01% | 923 |
|
|
2019
Q3 | $187K | Hold |
4,589
| – | – | ﹤0.01% | 923 |
|
|
2019
Q2 | $187K | Hold |
4,589
| – | – | ﹤0.01% | 923 |
|
|
2019
Q1 | $187K | Buy |
4,589
+2,414
| +111% | +$98.4K | ﹤0.01% | 923 |
|
|
2018
Q4 | $94K | Buy |
2,175
+775
| +55% | +$33.5K | ﹤0.01% | 735 |
|
|
2018
Q3 | $77K | Sell |
1,400
-215
| -13% | -$11.8K | ﹤0.01% | 662 |
|
|
2018
Q2 | $101K | Buy |
1,615
+523
| +48% | +$32.7K | ﹤0.01% | 513 |
|
|
2018
Q1 | $68K | Hold |
1,092
| – | – | ﹤0.01% | 502 |
|
|
2017
Q4 | $85K | Sell |
1,092
-66
| -6% | -$5.14K | ﹤0.01% | 444 |
|
|
2017
Q3 | $90K | Buy |
1,158
+66
| +6% | +$5.13K | ﹤0.01% | 427 |
|
|
2017
Q2 | $94K | Sell |
1,092
-46
| -4% | -$3.96K | ﹤0.01% | 389 |
|
|
2017
Q1 | $103K | Sell |
1,138
-487
| -30% | -$44.1K | 0.01% | 361 |
|
|
2016
Q4 | $142K | Buy |
1,625
+258
| +19% | +$22.5K | 0.01% | 310 |
|
|
2016
Q3 | $122K | Buy |
1,367
+246
| +22% | +$22K | 0.01% | 313 |
|
|
2016
Q2 | $99K | Sell |
1,121
-67
| -6% | -$5.92K | 0.01% | 302 |
|
|
2016
Q1 | $93K | Buy |
1,188
+444
| +60% | +$34.8K | 0.01% | 286 |
|
|
2015
Q4 | $54K | Sell |
744
-14
| -2% | -$1.02K | 0.01% | 309 |
|
|
2015
Q3 | $53K | Buy |
+758
| New | +$53K | 0.01% | 281 |
|