Castleview 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
Q1 | – | Sell |
-723
| Closed | -$22.2K | – | 385 |
|
|
2024
Q4 | $22.2K | Buy |
723
+5
| +0.7% | +$154 | 0.01% | 456 |
|
|
2024
Q3 | $25.2K | Buy |
718
+5
| +0.7% | +$175 | 0.01% | 411 |
|
|
2024
Q2 | $23K | Sell |
713
-232
| -25% | -$7.48K | 0.01% | 424 |
|
|
2024
Q1 | $34.9K | Buy |
945
+10
| +1% | +$369 | 0.02% | 389 |
|
|
2023
Q4 | $34.6K | Buy |
+935
| New | +$34.6K | 0.02% | 365 |
|
|
2022
Q3 | – | Sell |
-3,041
| Closed | -$150K | – | 687 |
|
|
2022
Q2 | $150K | Sell |
3,041
-950
| -24% | -$46.8K | 0.12% | 170 |
|
|
2022
Q1 | $157K | Sell |
3,991
-139,285
| -97% | -$5.48M | 0.1% | 193 |
|
|
2021
Q4 | $3.99K | Buy |
+143,276
| New | +$3.99K | 0.03% | 191 |
|
|
2021
Q2 | $163K | Buy |
+3,991
| New | +$163K | 0.07% | 233 |
|