Geneos Wealth Management’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
Q3 | $254K | Sell |
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|
2025
Q2 | $325K | Sell |
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|
2025
Q1 | $845K | Buy |
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|
2024
Q4 | $338K | Sell |
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|
2024
Q3 | $516K | Sell |
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|
2024
Q2 | $489K | Sell |
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|
2024
Q1 | $579K | Sell |
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|
2023
Q4 | $606K | Sell |
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|
2023
Q3 | $796K | Buy |
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|
2023
Q2 | $832K | Buy |
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|
2023
Q1 | $722K | Buy |
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|
2022
Q4 | $696K | Sell |
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|
2022
Q3 | $620K | Sell |
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|
2022
Q2 | $977K | Buy |
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|
2022
Q1 | $881K | Sell |
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|
2021
Q4 | $818K | Sell |
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|
2021
Q3 | $847K | Sell |
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|
2021
Q2 | $937K | Buy |
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|
2021
Q1 | $853K | Buy |
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|
2020
Q4 | $684K | Sell |
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|
2020
Q3 | $512K | Sell |
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|
2020
Q2 | $554K | Sell |
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|
2020
Q1 | $496K | Buy |
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|
2019
Q4 | $512K | Sell |
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|
2019
Q3 | $576K | Buy |
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|
2019
Q2 | $578K | Sell |
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|
2019
Q1 | $625K | Buy |
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|
2018
Q4 | $798K | Buy |
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|
2018
Q3 | $805K | Sell |
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|
2018
Q2 | $920K | Sell |
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|
2018
Q1 | $938K | Buy |
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|
2017
Q4 | $1.07M | Buy |
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|
2017
Q3 | $826K | Sell |
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|
2017
Q2 | $950K | Buy |
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|
2017
Q1 | $989K | Buy |
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|
2016
Q4 | $932K | Sell |
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|
2016
Q3 | $1.01M | Buy |
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|
2016
Q2 | $911K | Buy |
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|
2016
Q1 | $814K | Buy |
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