Global Retirement Partners’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 | $338K | Buy |
+13,091
| New | +$338K | 0.01% | 872 |
|
|
2024
Q4 | $120K | Sell |
3,893
-818
| -17% | -$25.1K | ﹤0.01% | 1187 |
|
|
2024
Q3 | $165K | Sell |
4,711
-1,296
| -22% | -$45.5K | 0.01% | 993 |
|
|
2024
Q2 | $194K | Buy |
6,007
+232
| +4% | +$7.48K | 0.01% | 898 |
|
|
2024
Q1 | $213K | Sell |
5,775
-475
| -8% | -$17.5K | 0.01% | 772 |
|
|
2023
Q4 | $235K | Buy |
6,250
+1,065
| +21% | +$40.1K | 0.01% | 694 |
|
|
2023
Q3 | $173K | Sell |
5,185
-365
| -7% | -$12.1K | 0.01% | 729 |
|
|
2023
Q2 | $197K | Sell |
5,550
-252
| -4% | -$8.95K | 0.01% | 702 |
|
|
2023
Q1 | $234K | Buy |
5,802
+585
| +11% | +$23.5K | 0.01% | 612 |
|
|
2022
Q4 | $212K | Buy |
5,217
+739
| +17% | +$30.1K | 0.01% | 579 |
|
|
2022
Q3 | $172K | Buy |
4,478
+75
| +2% | +$2.88K | 0.01% | 613 |
|
|
2022
Q2 | $168K | Buy |
4,403
+34
| +0.8% | +$1.3K | 0.01% | 598 |
|
|
2022
Q1 | $173K | Buy |
+4,369
| New | +$173K | 0.01% | 587 |
|
|
2021
Q4 | – | Sell |
-1,781
| Closed | -$66K | – | 1090 |
|
|
2021
Q3 | $66K | Sell |
1,781
-384
| -18% | -$14.2K | 0.01% | 766 |
|
|
2021
Q2 | $88K | Sell |
2,165
-352
| -14% | -$14.3K | 0.01% | 668 |
|
|
2021
Q1 | $101K | Buy |
2,517
+3
| +0.1% | +$120 | 0.01% | 570 |
|
|
2020
Q4 | $87K | Buy |
2,514
+324
| +15% | +$11.2K | 0.01% | 564 |
|
|
2020
Q3 | $66K | Sell |
2,190
-7
| -0.3% | -$211 | 0.01% | 572 |
|
|
2020
Q2 | $70K | Buy |
2,197
+898
| +69% | +$28.6K | 0.01% | 555 |
|
|
2020
Q1 | $32K | Sell |
1,299
-185
| -12% | -$4.56K | 0.01% | 677 |
|
|
2019
Q4 | $48K | Buy |
1,484
+60
| +4% | +$1.94K | 0.01% | 653 |
|
|
2019
Q3 | $40K | Buy |
1,424
+211
| +17% | +$5.93K | 0.01% | 678 |
|
|
2019
Q2 | $38K | Buy |
1,213
+74
| +6% | +$2.32K | 0.01% | 678 |
|
|
2019
Q1 | $37K | Sell |
1,139
-785
| -41% | -$25.5K | 0.01% | 628 |
|
|
2018
Q4 | $83K | Sell |
1,924
-58
| -3% | -$2.5K | 0.02% | 411 |
|
|
2018
Q3 | $109K | Buy |
1,982
+175
| +10% | +$9.62K | 0.02% | 383 |
|
|
2018
Q2 | $114K | Buy |
1,807
+133
| +8% | +$8.39K | 0.03% | 368 |
|
|
2018
Q1 | $104K | Buy |
1,674
+130
| +8% | +$8.08K | 0.03% | 368 |
|
|
2017
Q4 | $120K | Hold |
1,544
| – | – | 0.03% | 324 |
|
|
2017
Q3 | $120K | Buy |
1,544
+125
| +9% | +$9.72K | 0.05% | 295 |
|
|
2017
Q2 | $122K | Hold |
1,419
| – | – | 0.06% | 275 |
|
|
2017
Q1 | $129K | Sell |
1,419
-409
| -22% | -$37.2K | 0.07% | 245 |
|
|
2016
Q4 | $160K | Buy |
+1,828
| New | +$160K | 0.11% | 181 |
|