EFS
Essex Financial Services’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
8,816
+1,206
| +16% | +$31.1K | 0.01% | 625 |
|
|
2025
Q1 | $232K | Sell |
7,610
-1,774
| -19% | -$54K | 0.02% | 561 |
|
|
2024
Q4 | $288K | Buy |
9,384
+209
| +2% | +$6.42K | 0.02% | 500 |
|
|
2024
Q3 | $327K | Sell |
9,175
-449
| -5% | -$16K | 0.02% | 466 |
|
|
2024
Q2 | $339K | Buy |
+9,624
| New | +$339K | 0.03% | 453 |
|
|
2023
Q2 | – | Sell |
-5,795
| Closed | -$224K | – | 491 |
|
|
2023
Q1 | $224K | Buy |
5,795
+244
| +4% | +$9.44K | 0.02% | 447 |
|
|
2022
Q4 | $225K | Buy |
+5,551
| New | +$225K | 0.02% | 434 |
|
|
2022
Q3 | – | Sell |
-5,519
| Closed | -$211K | – | 476 |
|
|
2022
Q2 | $211K | Buy |
5,519
+51
| +0.9% | +$1.95K | 0.02% | 449 |
|
|
2022
Q1 | $215K | Buy |
+5,468
| New | +$215K | 0.02% | 462 |
|
|
2021
Q4 | – | Sell |
-5,535
| Closed | -$204K | – | 508 |
|
|
2021
Q3 | $204K | Buy |
+5,535
| New | +$204K | 0.02% | 443 |
|
|
2019
Q1 | – | Sell |
-5,064
| Closed | -$218K | – | 247 |
|
|
2018
Q4 | $218K | Sell |
5,064
-1,088
| -18% | -$46.8K | 0.07% | 224 |
|
|
2018
Q3 | $339K | Sell |
6,152
-1,390
| -18% | -$76.6K | 0.07% | 200 |
|
|
2018
Q2 | $474K | Sell |
7,542
-257
| -3% | -$16.2K | 0.11% | 161 |
|
|
2018
Q1 | $486K | Buy |
7,799
+367
| +5% | +$22.9K | 0.1% | 202 |
|
|
2017
Q4 | $578K | Sell |
7,432
-665
| -8% | -$51.7K | 0.14% | 138 |
|
|
2017
Q3 | $628K | Buy |
8,097
+130
| +2% | +$10.1K | 0.15% | 133 |
|
|
2017
Q2 | $682K | Sell |
7,967
-525
| -6% | -$44.9K | 0.14% | 155 |
|
|
2017
Q1 | $771K | Sell |
8,492
-1,663
| -16% | -$151K | 0.18% | 129 |
|
|
2016
Q4 | $887K | Buy |
10,155
+1,738
| +21% | +$152K | 0.19% | 118 |
|
|
2016
Q3 | $753K | Buy |
8,417
+342
| +4% | +$30.6K | 0.18% | 129 |
|
|
2016
Q2 | $714K | Sell |
8,075
-853
| -10% | -$75.4K | 0.17% | 128 |
|
|
2016
Q1 | $701K | Buy |
8,928
+150
| +2% | +$11.8K | 0.17% | 132 |
|
|
2015
Q4 | $639K | Buy |
8,778
+22
| +0.3% | +$1.6K | 0.15% | 151 |
|
|
2015
Q3 | $618K | Buy |
+8,756
| New | +$618K | 0.16% | 143 |
|