Clearstead Trust’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $117K | Buy |
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|
2025
Q2 | $89.1K | Sell |
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|
2025
Q1 | $132K | Buy |
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|
2024
Q4 | $105K | Sell |
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|
2024
Q3 | $130K | Sell |
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|
2024
Q2 | $122K | Sell |
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|
2024
Q1 | $140K | Sell |
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|
2023
Q4 | $141K | Sell |
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|
2023
Q3 | $142K | Hold |
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|
2023
Q2 | $163K | Hold |
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|
2023
Q1 | $163K | Hold |
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|
2022
Q4 | $172K | Hold |
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|
2022
Q3 | $141K | Hold |
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|
2022
Q2 | $161K | Hold |
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|
2022
Q1 | $166K | Sell |
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|
2021
Q4 | $238K | Hold |
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|
2021
Q3 | $244K | Hold |
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|
2021
Q2 | $270K | Hold |
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|
2021
Q1 | $265K | Hold |
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|
2020
Q4 | $229K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $176K | Sell |
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|
2019
Q1 | $198K | Buy |
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|
2018
Q4 | $7K | Hold |
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|
2018
Q3 | $9K | Hold |
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|
2018
Q2 | $10K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $12K | Hold |
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|
2017
Q3 | $12K | Hold |
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|
2017
Q2 | $14K | Buy |
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