Golden State Wealth Management’s Kraft Heinz KHC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.4K	Hold	639	–	–	﹤0.01%	998
2025 Q4	$15.5K	Hold	639	–	–	﹤0.01%	988
2025 Q3	$16.6K	Hold	639	–	–	﹤0.01%	957
2025 Q2	$16.5K	Sell	639 -82	-11%	-$2.28K	﹤0.01%	934
2025 Q1	$21.9K	Hold	721	–	–	﹤0.01%	780
2024 Q4	$22.1K	Buy	+721	New	+$23.6K	﹤0.01%	744
2020 Q4	–	Sell	-1,654	Closed	-$50K	–	335
2020 Q3	$50K	Buy	+1,654	New	+$55.1K	0.02%	328
2020 Q2	–	Sell	-1,820	Closed	-$45K	–	585
2020 Q1	$45K	Buy	+1,820	New	+$49.9K	0.02%	378
2019 Q4	–	Sell	-7,135	Closed	-$199K	–	538
2019 Q3	$199K	Buy	7,135 +1,905	+36%	+$54.8K	0.07%	205
2019 Q2	$162K	Buy	5,230 +153	+3%	+$4.82K	0.05%	250
2019 Q1	$166K	Buy	+5,077	New	+$207K	0.06%	247