Heritage Trust’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $340K | Sell |
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|
2025
Q2 | $341K | Sell |
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|
2025
Q1 | $407K | Sell |
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|
2024
Q4 | $413K | Buy |
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|
2024
Q2 | $391K | Sell |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $487K | Sell |
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|
2023
Q3 | $464K | Sell |
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|
2023
Q2 | $490K | Buy |
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|
2023
Q1 | $477K | Sell |
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|
2022
Q4 | $503K | Buy |
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|
2022
Q3 | $412K | Buy |
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|
2022
Q2 | $471K | Sell |
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|
2022
Q1 | $496K | Sell |
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|
2021
Q4 | $457K | Sell |
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|
2021
Q3 | $472K | Buy |
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|
2021
Q2 | $408K | Buy |
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|
2021
Q1 | $338K | Sell |
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|
2020
Q4 | $298K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $11K | Sell |
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|
2018
Q3 | $20K | Buy |
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|
2018
Q2 | $14K | Hold |
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|
2018
Q1 | $14K | Hold |
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|
2017
Q4 | $17K | Hold |
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|
2017
Q3 | $17K | Hold |
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|
2017
Q2 | $19K | Buy |
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