Hapanowicz & Associates Financial Services’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 |
-7,273
| Closed | -$221K | – | 37 |
|
|
2025
Q1 | $221K | Buy |
+7,273
| New | +$221K | 0.12% | 29 |
|
|
2024
Q4 | – | Sell |
-7,101
| Closed | -$249K | – | 30 |
|
|
2024
Q3 | $249K | Hold |
7,101
| – | – | 0.13% | 24 |
|
|
2024
Q2 | $229K | Hold |
7,101
| – | – | 0.13% | 26 |
|
|
2024
Q1 | $262K | Buy |
7,101
+107
| +2% | +$3.95K | 0.15% | 23 |
|
|
2023
Q4 | $259K | Buy |
+6,994
| New | +$259K | 0.16% | 24 |
|