Goelzer Investment 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 | – | Sell |
-7,294
| Closed | -$222K | – | 248 |
|
2025
Q1 | $222K | Sell |
7,294
-1,595
| -18% | -$48.5K | 0.01% | 232 |
|
2024
Q4 | $273K | Sell |
8,889
-721
| -8% | -$22.1K | 0.02% | 218 |
|
2024
Q3 | $337K | Sell |
9,610
-1,422
| -13% | -$49.9K | 0.02% | 203 |
|
2024
Q2 | $355K | Sell |
11,032
-8,218
| -43% | -$265K | 0.02% | 197 |
|
2024
Q1 | $710K | Buy |
19,250
+1,023
| +6% | +$37.7K | 0.04% | 158 |
|
2023
Q4 | $674K | Sell |
18,227
-27,497
| -60% | -$1.02M | 0.04% | 160 |
|
2023
Q3 | $1.54M | Sell |
45,724
-3,795
| -8% | -$128K | 0.11% | 126 |
|
2023
Q2 | $1.76M | Sell |
49,519
-4,351
| -8% | -$154K | 0.15% | 127 |
|
2023
Q1 | $2.08M | Sell |
53,870
-22,916
| -30% | -$886K | 0.18% | 119 |
|
2022
Q4 | $3.13M | Sell |
76,786
-5,162
| -6% | -$210K | 0.27% | 98 |
|
2022
Q3 | $2.73M | Sell |
81,948
-2,371
| -3% | -$79.1K | 0.27% | 105 |
|
2022
Q2 | $3.22M | Sell |
84,319
-3,877
| -4% | -$148K | 0.31% | 100 |
|
2022
Q1 | $3.47M | Sell |
88,196
-3,788
| -4% | -$149K | 0.3% | 106 |
|
2021
Q4 | $3.3M | Sell |
91,984
-2,962
| -3% | -$106K | 0.27% | 109 |
|
2021
Q3 | $3.5M | Sell |
94,946
-9,995
| -10% | -$368K | 0.31% | 103 |
|
2021
Q2 | $4.28M | Sell |
104,941
-3,126
| -3% | -$127K | 0.36% | 92 |
|
2021
Q1 | $4.32M | Sell |
108,067
-3,222
| -3% | -$129K | 0.38% | 84 |
|
2020
Q4 | $3.86M | Sell |
111,289
-2,222
| -2% | -$77K | 0.36% | 94 |
|
2020
Q3 | $3.4M | Sell |
113,511
-270
| -0.2% | -$8.09K | 0.31% | 98 |
|
2020
Q2 | $3.63M | Buy |
113,781
+45,947
| +68% | +$1.47M | 0.35% | 87 |
|
2020
Q1 | $1.68M | Buy |
+67,834
| New | +$1.68M | 0.19% | 130 |
|