DWM
Darwin Wealth Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23K | Hold |
163
| – | – | ﹤0.01% | 427 |
|
|
2025
Q1 | $5.03K | Hold |
163
| – | – | ﹤0.01% | 444 |
|
|
2024
Q4 | $5.03K | Sell |
163
-1
| -0.6% | -$31 | ﹤0.01% | 444 |
|
|
2024
Q3 | $5.75K | Buy |
+164
| New | +$5.75K | ﹤0.01% | 442 |
|
|
2020
Q2 | – | Sell |
-1,064
| Closed | -$25K | – | 469 |
|
|
2020
Q1 | $25K | Buy |
+1,064
| New | +$25K | 0.01% | 323 |
|
|
2018
Q4 | – | Sell |
-4,005
| Closed | -$218K | – | 113 |
|
|
2018
Q3 | $218K | Sell |
4,005
-141
| -3% | -$7.68K | 0.12% | 116 |
|
|
2018
Q2 | $262K | Sell |
4,146
-491
| -11% | -$31K | 0.17% | 107 |
|
|
2018
Q1 | $288K | Sell |
4,637
-719
| -13% | -$44.7K | 0.21% | 93 |
|
|
2017
Q4 | $417K | Buy |
5,356
+851
| +19% | +$66.3K | 0.18% | 107 |
|
|
2017
Q3 | $349K | Sell |
4,505
-19,508
| -81% | -$1.51M | 0.34% | 66 |
|
|
2017
Q2 | $2.06M | Sell |
24,013
-1,452
| -6% | -$124K | 1.14% | 27 |
|
|
2017
Q1 | $2.31M | Buy |
25,465
+422
| +2% | +$38.3K | 1.34% | 20 |
|
|
2016
Q4 | $2.19M | Buy |
25,043
+815
| +3% | +$71.2K | 1.47% | 15 |
|
|
2016
Q3 | $2.17M | Buy |
24,228
+3,261
| +16% | +$292K | 1.68% | 23 |
|
|
2016
Q2 | $1.86M | Buy |
+20,967
| New | +$1.86M | 1.58% | 26 |
|