Forum Financial Management’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 | $463K | Sell |
17,947
-2,232
| -11% | -$57.6K | 0.01% | 445 |
|
|
2025
Q1 | $614K | Buy |
20,179
+460
| +2% | +$14K | 0.01% | 300 |
|
|
2024
Q4 | $606K | Buy |
19,719
+7,118
| +56% | +$219K | 0.01% | 317 |
|
|
2024
Q3 | $442K | Buy |
12,601
+27
| +0.2% | +$948 | 0.01% | 372 |
|
|
2024
Q2 | $405K | Buy |
12,574
+906
| +8% | +$29.2K | 0.01% | 377 |
|
|
2024
Q1 | $431K | Buy |
11,668
+900
| +8% | +$33.2K | 0.01% | 373 |
|
|
2023
Q4 | $398K | Buy |
10,768
+924
| +9% | +$34.2K | 0.01% | 357 |
|
|
2023
Q3 | $331K | Hold |
9,844
| – | – | 0.01% | 395 |
|
|
2023
Q2 | $349K | Buy |
9,844
+86
| +0.9% | +$3.05K | 0.01% | 392 |
|
|
2023
Q1 | $377K | Sell |
9,758
-360
| -4% | -$13.9K | 0.01% | 334 |
|
|
2022
Q4 | $412K | Buy |
10,118
+1,025
| +11% | +$41.7K | 0.01% | 295 |
|
|
2022
Q3 | $303K | Sell |
9,093
-4,889
| -35% | -$163K | 0.01% | 341 |
|
|
2022
Q2 | $533K | Buy |
13,982
+11
| +0.1% | +$419 | 0.03% | 222 |
|
|
2022
Q1 | $550K | Sell |
13,971
-1
| -0% | -$39 | 0.03% | 224 |
|
|
2021
Q4 | $502K | Buy |
+13,972
| New | +$502K | 0.03% | 248 |
|