EP Wealth 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
Q2 | $851K | Sell |
32,972
-2,527
| -7% | -$65.2K | 0.01% | 610 |
|
|
2025
Q1 | $1.08M | Sell |
35,499
-22,619
| -39% | -$688K | 0.01% | 483 |
|
|
2024
Q4 | $1.78M | Buy |
58,118
+2,423
| +4% | +$74.4K | 0.01% | 377 |
|
|
2024
Q3 | $1.96M | Buy |
55,695
+19,288
| +53% | +$677K | 0.02% | 364 |
|
|
2024
Q2 | $1.17M | Buy |
36,407
+601
| +2% | +$19.4K | 0.01% | 361 |
|
|
2024
Q1 | $1.32M | Sell |
35,806
-1,808
| -5% | -$66.7K | 0.02% | 332 |
|
|
2023
Q4 | $1.39M | Sell |
37,614
-1,027
| -3% | -$38K | 0.02% | 317 |
|
|
2023
Q3 | $1.3M | Buy |
38,641
+13,616
| +54% | +$458K | 0.02% | 291 |
|
|
2023
Q2 | $1.38M | Sell |
25,025
-266,267
| -91% | -$14.7M | 0.02% | 286 |
|
|
2023
Q1 | $47M | Buy |
291,292
+284,479
| +4,176% | +$45.9M | 0.81% | 28 |
|
|
2022
Q4 | $277K | Buy |
+6,813
| New | +$277K | 0.01% | 480 |
|
|
2022
Q3 | – | Sell |
-5,292
| Closed | -$202K | – | 492 |
|
|
2022
Q2 | $202K | Sell |
5,292
-140
| -3% | -$5.34K | ﹤0.01% | 570 |
|
|
2022
Q1 | $214K | Sell |
5,432
-450
| -8% | -$17.7K | ﹤0.01% | 558 |
|
|
2021
Q4 | $211K | Buy |
+5,882
| New | +$211K | 0.01% | 520 |
|
|
2021
Q3 | – | Sell |
-5,246
| Closed | -$214K | – | 549 |
|
|
2021
Q2 | $214K | Buy |
+5,246
| New | +$214K | 0.01% | 501 |
|
|
2017
Q1 | – | Sell |
-2,687
| Closed | -$235K | – | 162 |
|
|
2016
Q4 | $235K | Buy |
+2,687
| New | +$235K | 0.03% | 125 |
|