Cherry Tree Wealth Management’s Kraft Heinz KHC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.17K	Buy	141 +3	+2%	+$71	﹤0.01%	510
2025 Q4	$3.36K	Buy	138 +2	+1%	+$50	﹤0.01%	507
2025 Q3	$3.54K	Buy	136 +2	+1%	+$54	﹤0.01%	489
2025 Q2	$3.46K	Sell	134 -14	-9%	-$389	﹤0.01%	504
2025 Q1	$4.5K	Sell	148 -74	-33%	-$2.21K	﹤0.01%	546
2024 Q4	$6.83K	Buy	222 +1	+0.5%	+$33	﹤0.01%	453
2024 Q3	$7.75K	Buy	221 +2	+0.9%	+$69	﹤0.01%	446
2024 Q2	$7.06K	Buy	219 +19	+10%	+$677	﹤0.01%	433
2024 Q1	$7.39K	Buy	200 +1	+0.5%	+$36	﹤0.01%	407
2023 Q4	$7.36K	Buy	199 +1	+0.5%	+$34	﹤0.01%	393
2023 Q3	$6.64K	Buy	198 +2	+1%	+$69	﹤0.01%	379
2023 Q2	$6.96K	Buy	+196	New	+$7.54K	﹤0.01%	374