CBIZ Investment Advisory Services’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 | $3.31K | Buy |
+128
| New | +$3.31K | ﹤0.01% | 490 |
|
|
2024
Q3 | – | Sell |
-32
| Closed | -$1.03K | – | 420 |
|
|
2024
Q2 | $1.03K | Buy |
32
+1
| +3% | +$32 | ﹤0.01% | 364 |
|
|
2024
Q1 | $1.15K | Buy |
+31
| New | +$1.15K | ﹤0.01% | 326 |
|
|
2020
Q3 | – | Hold |
0
| – | -$5K | – | 116 |
|
|
2020
Q2 | – | Hold |
0
| – | -$12K | – | 105 |
|
|
2020
Q1 | – | Hold |
0
| – | -$16K | – | 136 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 108 |
|