Geneos Wealth 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 | $325K | Sell |
12,569
-11,316
| -47% | -$292K | 0.01% | 838 |
|
|
2025
Q1 | $845K | Buy |
23,885
+12,872
| +117% | +$455K | 0.01% | 723 |
|
|
2024
Q4 | $338K | Sell |
11,013
-3,697
| -25% | -$114K | 0.01% | 675 |
|
|
2024
Q3 | $516K | Sell |
14,710
-468
| -3% | -$16.4K | 0.02% | 558 |
|
|
2024
Q2 | $489K | Sell |
15,178
-502
| -3% | -$16.2K | 0.02% | 498 |
|
|
2024
Q1 | $579K | Sell |
15,680
-712
| -4% | -$26.3K | 0.03% | 462 |
|
|
2023
Q4 | $606K | Sell |
16,392
-7,263
| -31% | -$269K | 0.03% | 425 |
|
|
2023
Q3 | $796K | Buy |
23,655
+213
| +0.9% | +$7.17K | 0.04% | 357 |
|
|
2023
Q2 | $832K | Buy |
23,442
+4,767
| +26% | +$169K | 0.04% | 350 |
|
|
2023
Q1 | $722K | Buy |
18,675
+1,579
| +9% | +$61.1K | 0.04% | 365 |
|
|
2022
Q4 | $696K | Sell |
17,096
-1,520
| -8% | -$61.9K | 0.04% | 351 |
|
|
2022
Q3 | $620K | Sell |
18,616
-6,675
| -26% | -$222K | 0.04% | 346 |
|
|
2022
Q2 | $977K | Buy |
25,291
+2,924
| +13% | +$113K | 0.05% | 329 |
|
|
2022
Q1 | $881K | Sell |
22,367
-421
| -2% | -$16.6K | 0.04% | 393 |
|
|
2021
Q4 | $818K | Sell |
22,788
-320
| -1% | -$11.5K | 0.03% | 453 |
|
|
2021
Q3 | $847K | Sell |
23,108
-109
| -0.5% | -$4K | 0.03% | 430 |
|
|
2021
Q2 | $937K | Buy |
23,217
+2,544
| +12% | +$103K | 0.04% | 381 |
|
|
2021
Q1 | $853K | Buy |
20,673
+3,429
| +20% | +$141K | 0.02% | 468 |
|
|
2020
Q4 | $684K | Sell |
17,244
-342
| -2% | -$13.6K | 0.03% | 453 |
|
|
2020
Q3 | $512K | Sell |
17,586
-361
| -2% | -$10.5K | 0.03% | 422 |
|
|
2020
Q2 | $554K | Sell |
17,947
-2,551
| -12% | -$78.7K | 0.03% | 386 |
|
|
2020
Q1 | $496K | Buy |
20,498
+4,276
| +26% | +$103K | 0.03% | 377 |
|
|
2019
Q4 | $512K | Sell |
16,222
-4,472
| -22% | -$141K | 0.03% | 434 |
|
|
2019
Q3 | $576K | Buy |
20,694
+2,058
| +11% | +$57.3K | 0.03% | 382 |
|
|
2019
Q2 | $578K | Sell |
18,636
-519
| -3% | -$16.1K | 0.04% | 378 |
|
|
2019
Q1 | $625K | Buy |
19,155
+831
| +5% | +$27.1K | 0.04% | 350 |
|
|
2018
Q4 | $798K | Buy |
18,324
+3,716
| +25% | +$162K | 0.06% | 284 |
|
|
2018
Q3 | $805K | Sell |
14,608
-41
| -0.3% | -$2.26K | 0.05% | 302 |
|
|
2018
Q2 | $920K | Sell |
14,649
-416
| -3% | -$26.1K | 0.07% | 231 |
|
|
2018
Q1 | $938K | Buy |
15,065
+1,314
| +10% | +$81.8K | 0.08% | 221 |
|
|
2017
Q4 | $1.07M | Buy |
13,751
+3,092
| +29% | +$240K | 0.1% | 199 |
|
|
2017
Q3 | $826K | Sell |
10,659
-443
| -4% | -$34.3K | 0.08% | 225 |
|
|
2017
Q2 | $950K | Buy |
11,102
+210
| +2% | +$18K | 0.1% | 200 |
|
|
2017
Q1 | $989K | Buy |
10,892
+218
| +2% | +$19.8K | 0.1% | 178 |
|
|
2016
Q4 | $932K | Sell |
10,674
-640
| -6% | -$55.9K | 0.12% | 168 |
|
|
2016
Q3 | $1.01M | Buy |
11,314
+985
| +10% | +$88.1K | 0.14% | 162 |
|
|
2016
Q2 | $911K | Buy |
10,329
+26
| +0.3% | +$2.29K | 0.13% | 161 |
|
|
2016
Q1 | $814K | Buy |
+10,303
| New | +$814K | 0.12% | 167 |
|