Foundations Investment 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 | $713K | Buy |
27,618
+7,630
| +38% | +$197K | 0.01% | 503 |
|
|
2025
Q1 | $608K | Buy |
19,988
+1,641
| +9% | +$49.9K | 0.01% | 523 |
|
|
2024
Q4 | $563K | Buy |
18,347
+49
| +0.3% | +$1.51K | 0.01% | 518 |
|
|
2024
Q3 | $642K | Sell |
18,298
-1,185
| -6% | -$41.6K | 0.01% | 458 |
|
|
2024
Q2 | $628K | Buy |
19,483
+3,071
| +19% | +$98.9K | 0.02% | 444 |
|
|
2024
Q1 | $606K | Buy |
16,412
+253
| +2% | +$9.34K | 0.02% | 426 |
|
|
2023
Q4 | $610K | Sell |
16,159
-1,147
| -7% | -$43.3K | 0.02% | 393 |
|
|
2023
Q3 | $582K | Buy |
17,306
+922
| +6% | +$31K | 0.02% | 361 |
|
|
2023
Q2 | $582K | Buy |
16,384
+4,521
| +38% | +$160K | 0.02% | 337 |
|
|
2023
Q1 | $459K | Buy |
11,863
+1,830
| +18% | +$70.8K | 0.02% | 336 |
|
|
2022
Q4 | $408K | Buy |
+10,033
| New | +$408K | 0.02% | 306 |
|
|
2020
Q4 | – | Sell |
-12,667
| Closed | -$386K | – | 194 |
|
|
2020
Q3 | $386K | Sell |
12,667
-5,903
| -32% | -$180K | 0.08% | 121 |
|
|
2020
Q2 | $591K | Sell |
18,570
-1,798
| -9% | -$57.2K | 0.05% | 96 |
|
|
2020
Q1 | $482K | Sell |
20,368
-15,792
| -44% | -$374K | 0.06% | 73 |
|
|
2019
Q4 | $1.13M | Sell |
36,160
-3,989
| -10% | -$125K | 0.14% | 63 |
|
|
2019
Q3 | $1.07M | Buy |
40,149
+5,875
| +17% | +$156K | 0.14% | 61 |
|
|
2019
Q2 | $1.07M | Buy |
34,274
+13,637
| +66% | +$426K | 0.16% | 49 |
|
|
2019
Q1 | $674K | Buy |
20,637
+3,715
| +22% | +$121K | 0.12% | 53 |
|
|
2018
Q4 | $815K | Buy |
16,922
+3,670
| +28% | +$177K | 0.17% | 37 |
|
|
2018
Q3 | $730K | Buy |
13,252
+2,822
| +27% | +$155K | 0.18% | 52 |
|
|
2018
Q2 | $655K | Buy |
+10,430
| New | +$655K | 0.17% | 44 |
|