Corient Private Wealth’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
$5.1M Sell
197,529
-35,590
-15% -$919K 0.01% 759
2025
Q1
$7.09M Buy
233,119
+40,802
+21% +$1.24M 0.01% 583
2024
Q4
$5.91M Sell
192,317
-15,432
-7% -$474K 0.01% 655
2024
Q3
$7.29M Sell
207,749
-336,308
-62% -$11.8M 0.01% 631
2024
Q2
$17.5M Buy
544,057
+10,647
+2% +$343K 0.03% 409
2024
Q1
$19.7M Sell
533,410
-13,364
-2% -$493K 0.04% 391
2023
Q4
$20.2M Sell
546,774
-35,282
-6% -$1.3M 0.04% 385
2023
Q3
$19.6M Buy
582,056
+67,379
+13% +$2.27M 0.05% 353
2023
Q2
$18.3M Buy
514,677
+370,860
+258% +$13.2M 0.04% 362
2023
Q1
$5.56M Buy
143,817
+10,294
+8% +$398K 0.01% 559
2022
Q4
$5.44M Buy
+133,523
New +$5.44M 0.02% 475