Daymark Wealth Partners’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,690
| Closed | -$205K | – | 514 |
|
|
2024
Q4 | $205K | Sell |
6,690
-1,049
| -14% | -$32.2K | 0.01% | 480 |
|
|
2024
Q3 | $272K | Sell |
7,739
-15,509
| -67% | -$544K | 0.01% | 443 |
|
|
2024
Q2 | $749K | Sell |
23,248
-2,653
| -10% | -$85.5K | 0.03% | 275 |
|
|
2024
Q1 | $956K | Buy |
25,901
+10
| +0% | +$369 | 0.05% | 204 |
|
|
2023
Q4 | $957K | Buy |
+25,891
| New | +$957K | 0.06% | 192 |
|