Global Financial Private Client’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 | – | Sell |
-794
| Closed | -$24.2K | – | 938 |
|
2025
Q1 | $24.2K | Buy |
794
+60
| +8% | +$1.83K | 0.01% | 422 |
|
2024
Q4 | $22.5K | Sell |
734
-264
| -26% | -$8.11K | 0.01% | 410 |
|
2024
Q3 | $35K | Hold |
998
| – | – | 0.01% | 353 |
|
2024
Q2 | $32.2K | Hold |
998
| – | – | 0.01% | 343 |
|
2024
Q1 | $37K | Hold |
998
| – | – | 0.02% | 331 |
|
2023
Q4 | $36.9K | Hold |
998
| – | – | 0.02% | 323 |
|
2023
Q3 | $33K | Hold |
998
| – | – | 0.02% | 323 |
|
2023
Q2 | $35.7K | Hold |
998
| – | – | 0.02% | 322 |
|
2023
Q1 | $38.8K | Hold |
998
| – | – | 0.02% | 303 |
|
2022
Q4 | $40.6K | Buy |
998
+228
| +30% | +$9.28K | 0.02% | 295 |
|
2022
Q3 | $26.1K | Hold |
770
| – | – | 0.02% | 332 |
|
2022
Q2 | $29.8K | Hold |
770
| – | – | 0.02% | 313 |
|
2022
Q1 | $30.7K | Hold |
770
| – | – | 0.01% | 315 |
|
2021
Q4 | $27.6K | Hold |
770
| – | – | 0.01% | 316 |
|
2021
Q3 | $28.2K | Hold |
770
| – | – | 0.01% | 287 |
|
2021
Q2 | $31.2K | Hold |
770
| – | – | 0.02% | 281 |
|
2021
Q1 | $30.8K | Hold |
770
| – | – | 0.02% | 248 |
|
2020
Q4 | $26.7K | Sell |
770
-200
| -21% | -$6.93K | 0.02% | 242 |
|
2020
Q3 | $29.5K | Hold |
970
| – | – | 0.03% | 229 |
|
2020
Q2 | $30.7K | Sell |
970
-106
| -10% | -$3.36K | 0.03% | 258 |
|
2020
Q1 | $25.5K | Hold |
1,076
| – | – | 0.03% | 279 |
|
2019
Q4 | $34.6K | Buy |
+1,076
| New | +$34.6K | 0.03% | 281 |
|