CreativeOne 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 | $202K | Sell |
7,808
-82
| -1% | -$2.12K | 0.01% | 1059 |
|
|
2025
Q1 | $240K | Sell |
7,890
-600
| -7% | -$18.3K | 0.01% | 942 |
|
|
2024
Q4 | $261K | Buy |
8,490
+1,914
| +29% | +$58.8K | 0.01% | 929 |
|
|
2024
Q3 | $231K | Buy |
+6,576
| New | +$231K | 0.01% | 859 |
|
|
2023
Q2 | – | Sell |
-9,607
| Closed | -$371K | – | 866 |
|
|
2023
Q1 | $371K | Buy |
9,607
+51
| +0.5% | +$1.97K | 0.02% | 554 |
|
|
2022
Q4 | $389K | Buy |
9,556
+94
| +1% | +$3.83K | 0.02% | 499 |
|
|
2022
Q3 | $316K | Buy |
9,462
+108
| +1% | +$3.61K | 0.02% | 520 |
|
|
2022
Q2 | $357K | Sell |
9,354
-392
| -4% | -$15K | 0.02% | 498 |
|
|
2022
Q1 | $384K | Sell |
9,746
-1,058
| -10% | -$41.7K | 0.02% | 507 |
|
|
2021
Q4 | $388K | Buy |
10,804
+1,023
| +10% | +$36.7K | 0.02% | 518 |
|
|
2021
Q3 | $360K | Buy |
9,781
+133
| +1% | +$4.9K | 0.02% | 498 |
|
|
2021
Q2 | $393K | Buy |
9,648
+1,320
| +16% | +$53.8K | 0.02% | 453 |
|
|
2021
Q1 | $333K | Buy |
8,328
+1,993
| +31% | +$79.7K | 0.03% | 421 |
|
|
2020
Q4 | $220K | Buy |
+6,335
| New | +$220K | 0.02% | 463 |
|