Golden State Wealth 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 | $16.5K | Sell |
639
-82
| -11% | -$2.12K | ﹤0.01% | 934 |
|
|
2025
Q1 | $21.9K | Hold |
721
| – | – | ﹤0.01% | 780 |
|
|
2024
Q4 | $22.1K | Buy |
+721
| New | +$22.1K | ﹤0.01% | 744 |
|
|
2020
Q4 | – | Sell |
-1,654
| Closed | -$50K | – | 335 |
|
|
2020
Q3 | $50K | Buy |
+1,654
| New | +$50K | 0.02% | 328 |
|
|
2020
Q2 | – | Sell |
-1,820
| Closed | -$45K | – | 571 |
|
|
2020
Q1 | $45K | Buy |
+1,820
| New | +$45K | 0.02% | 378 |
|
|
2019
Q4 | – | Sell |
-7,135
| Closed | -$199K | – | 527 |
|
|
2019
Q3 | $199K | Buy |
7,135
+1,905
| +36% | +$53.1K | 0.07% | 205 |
|
|
2019
Q2 | $162K | Buy |
5,230
+153
| +3% | +$4.74K | 0.05% | 250 |
|
|
2019
Q1 | $166K | Buy |
+5,077
| New | +$166K | 0.06% | 247 |
|