Colonial Trust Advisors’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 | $11.3K | Buy |
439
+39
| +10% | +$1.01K | ﹤0.01% | 500 |
|
|
2025
Q1 | $12.2K | Hold |
400
| – | – | ﹤0.01% | 480 |
|
|
2024
Q4 | $12.3K | Hold |
400
| – | – | ﹤0.01% | 463 |
|
|
2024
Q3 | $14K | Hold |
400
| – | – | ﹤0.01% | 492 |
|
|
2024
Q2 | $12.9K | Sell |
400
-39
| -9% | -$1.26K | ﹤0.01% | 492 |
|
|
2024
Q1 | $16.2K | Sell |
439
-125
| -22% | -$4.61K | ﹤0.01% | 515 |
|
|
2023
Q4 | $20.9K | Buy |
564
+5
| +0.9% | +$185 | ﹤0.01% | 406 |
|
|
2023
Q3 | $18.8K | Hold |
559
| – | – | ﹤0.01% | 427 |
|
|
2023
Q2 | $19.8K | Hold |
559
| – | – | ﹤0.01% | 430 |
|
|
2023
Q1 | $21.6K | Hold |
559
| – | – | ﹤0.01% | 419 |
|
|
2022
Q4 | $22.8K | Buy |
+559
| New | +$22.8K | ﹤0.01% | 415 |
|