Dakota 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 | $254K | Sell |
9,831
-918
| -9% | -$23.7K | 0.01% | 667 |
|
|
2025
Q1 | $327K | Sell |
10,749
-344
| -3% | -$10.5K | 0.01% | 588 |
|
|
2024
Q4 | $341K | Sell |
11,093
-3,781
| -25% | -$116K | 0.01% | 572 |
|
|
2024
Q3 | $522K | Buy |
14,874
+212
| +1% | +$7.44K | 0.01% | 493 |
|
|
2024
Q2 | $472K | Sell |
14,662
-2,028
| -12% | -$65.3K | 0.01% | 514 |
|
|
2024
Q1 | $616K | Buy |
16,690
+7,326
| +78% | +$270K | 0.02% | 471 |
|
|
2023
Q4 | $346K | Buy |
9,364
+1,186
| +15% | +$43.9K | 0.01% | 483 |
|
|
2023
Q3 | $275K | Sell |
8,178
-1,695
| -17% | -$57K | 0.01% | 507 |
|
|
2023
Q2 | $351K | Sell |
9,873
-373
| -4% | -$13.2K | 0.02% | 444 |
|
|
2023
Q1 | $396K | Buy |
10,246
+1,622
| +19% | +$62.7K | 0.03% | 407 |
|
|
2022
Q4 | $351K | Buy |
8,624
+2,011
| +30% | +$81.9K | 0.02% | 416 |
|
|
2022
Q3 | $220K | Buy |
6,613
+452
| +7% | +$15K | 0.02% | 476 |
|
|
2022
Q2 | $235K | Buy |
+6,161
| New | +$235K | 0.02% | 412 |
|
|
2021
Q1 | – | Sell |
-12,500
| Closed | -$433K | – | 331 |
|
|
2020
Q4 | $433K | Sell |
12,500
-800
| -6% | -$27.7K | 0.06% | 217 |
|
|
2020
Q3 | $398K | Sell |
13,300
-42,750
| -76% | -$1.28M | 0.06% | 197 |
|
|
2020
Q2 | $1.79M | Buy |
+56,050
| New | +$1.79M | 0.31% | 89 |
|