HB 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 | $344K | Sell |
13,321
-2,882
| -18% | -$74.4K | ﹤0.01% | 872 |
|
2025
Q1 | $493K | Buy |
16,203
+2,171
| +15% | +$66.1K | ﹤0.01% | 755 |
|
2024
Q4 | $431K | Sell |
14,032
-2,953
| -17% | -$90.7K | ﹤0.01% | 664 |
|
2024
Q3 | $596K | Buy |
16,985
+3,972
| +31% | +$139K | 0.01% | 524 |
|
2024
Q2 | $419K | Buy |
13,013
+314
| +2% | +$10.1K | ﹤0.01% | 591 |
|
2024
Q1 | $469K | Buy |
12,699
+1,069
| +9% | +$39.4K | 0.01% | 520 |
|
2023
Q4 | $430K | Buy |
11,630
+4,567
| +65% | +$169K | 0.01% | 500 |
|
2023
Q3 | $238K | Buy |
7,063
+302
| +4% | +$10.2K | ﹤0.01% | 646 |
|
2023
Q2 | $240K | Sell |
6,761
-1,265
| -16% | -$44.9K | ﹤0.01% | 616 |
|
2023
Q1 | $310K | Buy |
+8,026
| New | +$310K | 0.01% | 526 |
|