CIA
Concurrent Investment Advisors’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Sell |
16,163
-36
| -0.2% | -$930 | 0.01% | 910 |
|
|
2025
Q1 | $493K | Buy |
16,199
+272
| +2% | +$8.28K | 0.01% | 753 |
|
|
2024
Q4 | $489K | Sell |
15,927
-34,817
| -69% | -$1.07M | 0.01% | 662 |
|
|
2024
Q3 | $1.78M | Buy |
50,744
+7,076
| +16% | +$248K | 0.05% | 343 |
|
|
2024
Q2 | $1.41M | Buy |
43,668
+1,853
| +4% | +$59.7K | 0.05% | 356 |
|
|
2024
Q1 | $1.54M | Buy |
41,815
+34,666
| +485% | +$1.28M | 0.06% | 287 |
|
|
2023
Q4 | $264K | Buy |
+7,149
| New | +$264K | 0.01% | 683 |
|