Ellsworth Advisors’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 |
-148,617
| Closed | -$4.56M | – | 193 |
|
|
2024
Q4 | $4.56M | Buy |
148,617
+8,683
| +6% | +$267K | 1.2% | 36 |
|
|
2024
Q3 | $4.91M | Buy |
139,934
+5,935
| +4% | +$208K | 1.27% | 32 |
|
|
2024
Q2 | $4.32M | Buy |
133,999
+4,092
| +3% | +$132K | 1.2% | 39 |
|
|
2024
Q1 | $4.67M | Buy |
+129,907
| New | +$4.67M | 1.34% | 27 |
|