EP Wealth Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Sell |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.78M | Buy |
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|
2024
Q3 | $1.96M | Buy |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.39M | Sell |
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|
2023
Q3 | $1.3M | Buy |
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|
2023
Q2 | $1.38M | Sell |
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|
2023
Q1 | $47M | Buy |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $214K | Sell |
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|
2021
Q4 | $211K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $214K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $235K | Buy |
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