Dynamic Advisor Solutions’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
10,221
-15,099
| -60% | -$390K | 0.01% | 781 |
|
|
2025
Q1 | $770K | Sell |
25,320
-4,105
| -14% | -$125K | 0.03% | 483 |
|
|
2024
Q4 | $904K | Buy |
29,425
+2,971
| +11% | +$91.2K | 0.04% | 330 |
|
|
2024
Q3 | $929K | Sell |
26,454
-22,694
| -46% | -$797K | 0.03% | 473 |
|
|
2024
Q2 | $1.58M | Buy |
49,148
+3,262
| +7% | +$105K | 0.05% | 345 |
|
|
2024
Q1 | $1.69M | Sell |
45,886
-15,049
| -25% | -$555K | 0.06% | 330 |
|
|
2023
Q4 | $2.31M | Sell |
60,935
-666
| -1% | -$25.3K | 0.09% | 263 |
|
|
2023
Q3 | $2.07M | Buy |
61,601
+472
| +0.8% | +$15.9K | 0.1% | 231 |
|
|
2023
Q2 | $2.17M | Buy |
61,129
+10,002
| +20% | +$355K | 0.11% | 207 |
|
|
2023
Q1 | $1.98M | Buy |
51,127
+16,959
| +50% | +$656K | 0.12% | 214 |
|
|
2022
Q4 | $1.39M | Buy |
34,168
+578
| +2% | +$23.5K | 0.1% | 230 |
|
|
2022
Q3 | $1.12M | Buy |
33,590
+544
| +2% | +$18.1K | 0.09% | 238 |
|
|
2022
Q2 | $1.26M | Sell |
33,046
-913
| -3% | -$34.8K | 0.1% | 221 |
|
|
2022
Q1 | $1.34M | Buy |
33,959
+212
| +0.6% | +$8.35K | 0.09% | 220 |
|
|
2021
Q4 | $1.21M | Sell |
33,747
-906
| -3% | -$32.5K | 0.09% | 240 |
|
|
2021
Q3 | $1.28M | Buy |
34,653
+1,243
| +4% | +$45.8K | 0.1% | 235 |
|
|
2021
Q2 | $1.36M | Buy |
33,410
+107
| +0.3% | +$4.36K | 0.11% | 221 |
|
|
2021
Q1 | $1.33M | Buy |
33,303
+570
| +2% | +$22.8K | 0.12% | 201 |
|
|
2020
Q4 | $1.14M | Buy |
32,733
+535
| +2% | +$18.6K | 0.11% | 217 |
|
|
2020
Q3 | $964K | Sell |
32,198
-856
| -3% | -$25.6K | 0.11% | 214 |
|
|
2020
Q2 | $1.05M | Sell |
33,054
-129
| -0.4% | -$4.11K | 0.14% | 173 |
|
|
2020
Q1 | $821K | Buy |
33,183
+172
| +0.5% | +$4.26K | 0.15% | 175 |
|
|
2019
Q4 | $1.06M | Buy |
33,011
+1,361
| +4% | +$43.7K | 0.14% | 180 |
|
|
2019
Q3 | $884K | Sell |
31,650
-1,133
| -3% | -$31.6K | 0.14% | 187 |
|
|
2019
Q2 | $1.02M | Buy |
+32,783
| New | +$1.02M | 0.16% | 162 |
|
|
2018
Q4 | – | Sell |
-6,294
| Closed | -$347K | – | 430 |
|
|
2018
Q3 | $347K | Sell |
6,294
-656
| -9% | -$36.2K | 0.07% | 273 |
|
|
2018
Q2 | $437K | Buy |
6,950
+1,344
| +24% | +$84.5K | 0.1% | 237 |
|
|
2018
Q1 | $350K | Buy |
5,606
+2,999
| +115% | +$187K | 0.09% | 235 |
|
|
2017
Q4 | $202K | Buy |
2,607
+13
| +0.5% | +$1.01K | 0.07% | 238 |
|
|
2017
Q3 | $201K | Sell |
2,594
-1,510
| -37% | -$117K | 0.08% | 212 |
|
|
2017
Q2 | $351K | Buy |
4,104
+121
| +3% | +$10.3K | 0.14% | 168 |
|
|
2017
Q1 | $362K | Sell |
3,983
-79
| -2% | -$7.18K | 0.14% | 162 |
|
|
2016
Q4 | $355K | Sell |
4,062
-54
| -1% | -$4.72K | 0.14% | 161 |
|
|
2016
Q3 | $368K | Sell |
4,116
-238
| -5% | -$21.3K | 0.14% | 171 |
|
|
2016
Q2 | $385K | Sell |
4,354
-324
| -7% | -$28.7K | 0.16% | 143 |
|
|
2016
Q1 | $367K | Sell |
4,678
-46
| -1% | -$3.61K | 0.16% | 145 |
|
|
2015
Q4 | $344K | Buy |
4,724
+14
| +0.3% | +$1.02K | 0.14% | 163 |
|
|
2015
Q3 | $332K | Buy |
+4,710
| New | +$332K | 0.17% | 138 |
|