Cornerstone 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 | $635K | Buy |
24,598
+5,559
| +29% | +$144K | 0.04% | 341 |
|
2025
Q1 | $579K | Buy |
19,039
+7,497
| +65% | +$228K | 0.04% | 335 |
|
2024
Q4 | $354K | Buy |
+11,542
| New | +$354K | 0.02% | 429 |
|
2021
Q1 | – | Sell |
-5,899
| Closed | -$204K | – | 467 |
|
2020
Q4 | $204K | Buy |
+5,899
| New | +$204K | 0.03% | 395 |
|
2019
Q2 | – | Sell |
-5,683
| Closed | -$505K | – | 435 |
|
2019
Q1 | $505K | Buy |
+5,683
| New | +$505K | 0.06% | 277 |
|
2018
Q4 | – | Sell |
-305,699
| Closed | -$3.96M | – | 771 |
|
2018
Q3 | $3.96M | Buy |
305,699
+150,967
| +98% | +$1.95M | 0.05% | 346 |
|
2018
Q2 | $2.49M | Buy |
+154,732
| New | +$2.49M | 0.03% | 467 |
|
2018
Q1 | – | Sell |
-2,944
| Closed | -$232K | – | 406 |
|
2017
Q4 | $232K | Sell |
2,944
-1,011
| -26% | -$79.7K | 0.04% | 354 |
|
2017
Q3 | $308K | Sell |
3,955
-76
| -2% | -$5.92K | 0.06% | 281 |
|
2017
Q2 | $334K | Buy |
4,031
+1,012
| +34% | +$83.9K | 0.07% | 254 |
|
2017
Q1 | $275K | Buy |
3,019
+402
| +15% | +$36.6K | 0.07% | 264 |
|
2016
Q4 | $229K | Buy |
2,617
+163
| +7% | +$14.3K | 0.07% | 247 |
|
2016
Q3 | $216K | Buy |
+2,454
| New | +$216K | 0.08% | 242 |
|