Glass Jacobson 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 | $18K | Sell |
697
-56
| -7% | -$1.45K | 0.01% | 395 |
|
|
2025
Q1 | $23.1K | Hold |
753
| – | – | 0.01% | 486 |
|
|
2024
Q4 | $23.1K | Buy |
753
+69
| +10% | +$2.12K | 0.01% | 486 |
|
|
2024
Q3 | $24K | Buy |
684
+2
| +0.3% | +$70 | 0.01% | 466 |
|
|
2024
Q2 | $22K | Buy |
682
+5
| +0.7% | +$161 | 0.01% | 465 |
|
|
2024
Q1 | $25K | Buy |
677
+479
| +242% | +$17.7K | 0.01% | 454 |
|
|
2023
Q4 | $7.32K | Sell |
198
-9
| -4% | -$333 | ﹤0.01% | 551 |
|
|
2023
Q3 | $6.97K | Sell |
207
-32
| -13% | -$1.08K | ﹤0.01% | 528 |
|
|
2023
Q2 | $8.47K | Buy |
+239
| New | +$8.47K | ﹤0.01% | 525 |
|
|
2022
Q4 | $691K | Buy |
+16,975
| New | +$691K | 0.34% | 90 |
|