GeoWealth 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 | $100K | Sell |
3,888
-1,214
| -24% | -$31.3K | ﹤0.01% | 816 |
|
|
2025
Q1 | $155K | Buy |
5,102
+691
| +16% | +$21K | 0.01% | 714 |
|
|
2024
Q4 | $135K | Sell |
4,411
-1,671
| -27% | -$51.3K | ﹤0.01% | 890 |
|
|
2024
Q3 | $214K | Sell |
6,082
-1,112
| -15% | -$39K | 0.01% | 699 |
|
|
2024
Q2 | $232K | Buy |
7,194
+951
| +15% | +$30.6K | 0.01% | 647 |
|
|
2024
Q1 | $230K | Buy |
6,243
+306
| +5% | +$11.3K | 0.01% | 636 |
|
|
2023
Q4 | $220K | Buy |
5,937
+3,958
| +200% | +$147K | 0.02% | 482 |
|
|
2023
Q3 | $67K | Sell |
1,979
-34
| -2% | -$1.15K | 0.01% | 370 |
|
|
2023
Q2 | $71K | Sell |
2,013
-24
| -1% | -$846 | 0.01% | 308 |
|
|
2023
Q1 | $79K | Buy |
+2,037
| New | +$79K | 0.01% | 261 |
|