Cherry Tree Wealth Management’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 | $3.46K | Sell |
134
-14
| -9% | -$362 | ﹤0.01% | 504 |
|
|
2025
Q1 | $4.5K | Sell |
148
-74
| -33% | -$2.25K | ﹤0.01% | 546 |
|
|
2024
Q4 | $6.83K | Buy |
222
+1
| +0.5% | +$31 | ﹤0.01% | 453 |
|
|
2024
Q3 | $7.75K | Buy |
221
+2
| +0.9% | +$70 | ﹤0.01% | 446 |
|
|
2024
Q2 | $7.06K | Buy |
219
+19
| +10% | +$613 | ﹤0.01% | 433 |
|
|
2024
Q1 | $7.39K | Buy |
200
+1
| +0.5% | +$37 | ﹤0.01% | 407 |
|
|
2023
Q4 | $7.36K | Buy |
199
+1
| +0.5% | +$37 | ﹤0.01% | 393 |
|
|
2023
Q3 | $6.65K | Buy |
198
+2
| +1% | +$67 | ﹤0.01% | 379 |
|
|
2023
Q2 | $6.96K | Buy |
+196
| New | +$6.96K | ﹤0.01% | 374 |
|