Global Financial Private Client’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 Q2	–	Sell	-794	Closed	-$24.2K	–	938
2025 Q1	$24.2K	Buy	794 +60	+8%	+$1.8K	0.01%	422
2024 Q4	$22.5K	Sell	734 -264	-26%	-$8.65K	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%	+$8.66K	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%	-$6.49K	0.02%	242
2020 Q3	$29.5K	Hold	970	–	–	0.03%	229
2020 Q2	$30.7K	Sell	970 -106	-10%	-$3.18K	0.03%	258
2020 Q1	$25.5K	Hold	1,076	–	–	0.03%	279
2019 Q4	$34.6K	Buy	+1,076	New	+$32.6K	0.03%	281