Heritage Wealth Advisors’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 | $189K | Hold |
7,321
| – | – | 0.01% | 209 |
|
|
2025
Q1 | $223K | Sell |
7,321
-107
| -1% | -$3.26K | 0.01% | 187 |
|
|
2024
Q4 | $228K | Buy |
7,428
+34
| +0.5% | +$1.04K | 0.01% | 191 |
|
|
2024
Q3 | $260K | Buy |
7,394
+488
| +7% | +$17.1K | 0.01% | 190 |
|
|
2024
Q2 | $223K | Hold |
6,906
| – | – | 0.01% | 194 |
|
|
2024
Q1 | $255K | Hold |
6,906
| – | – | 0.01% | 191 |
|
|
2023
Q4 | $255K | Hold |
6,906
| – | – | 0.01% | 192 |
|
|
2023
Q3 | $232K | Hold |
6,906
| – | – | 0.01% | 186 |
|
|
2023
Q2 | $245K | Hold |
6,906
| – | – | 0.01% | 189 |
|
|
2023
Q1 | $267K | Sell |
6,906
-597
| -8% | -$23.1K | 0.01% | 177 |
|
|
2022
Q4 | $305K | Hold |
7,503
| – | – | 0.02% | 169 |
|
|
2022
Q3 | $250K | Hold |
7,503
| – | – | 0.02% | 177 |
|
|
2022
Q2 | $286K | Hold |
7,503
| – | – | 0.02% | 161 |
|
|
2022
Q1 | $296K | Hold |
7,503
| – | – | 0.02% | 157 |
|
|
2021
Q4 | $269K | Hold |
7,503
| – | – | 0.01% | 177 |
|
|
2021
Q3 | $276K | Buy |
7,503
+207
| +3% | +$7.62K | 0.02% | 171 |
|
|
2021
Q2 | $298K | Hold |
7,296
| – | – | 0.02% | 171 |
|
|
2021
Q1 | $292K | Sell |
7,296
-80
| -1% | -$3.2K | 0.02% | 177 |
|
|
2020
Q4 | $256K | Hold |
7,376
| – | – | 0.02% | 177 |
|
|
2020
Q3 | $221K | Hold |
7,376
| – | – | 0.03% | 143 |
|
|
2020
Q2 | $235K | Hold |
7,376
| – | – | 0.03% | 132 |
|
|
2020
Q1 | $182K | Hold |
7,376
| – | – | 0.03% | 139 |
|
|
2019
Q4 | $237K | Sell |
7,376
-671
| -8% | -$21.6K | 0.03% | 151 |
|
|
2019
Q3 | $224K | Sell |
8,047
-1,602
| -17% | -$44.6K | 0.03% | 147 |
|
|
2019
Q2 | $300K | Hold |
9,649
| – | – | 0.05% | 120 |
|
|
2019
Q1 | $315K | Sell |
9,649
-1,697
| -15% | -$55.4K | 0.05% | 104 |
|
|
2018
Q4 | $488K | Sell |
11,346
-67
| -0.6% | -$2.88K | 0.1% | 76 |
|
|
2018
Q3 | $628K | Hold |
11,413
| – | – | 0.12% | 68 |
|
|
2018
Q2 | $717K | Sell |
11,413
-101
| -0.9% | -$6.35K | 0.27% | 55 |
|
|
2018
Q1 | $715K | Sell |
11,514
-34
| -0.3% | -$2.11K | 0.3% | 54 |
|
|
2017
Q4 | $898K | Sell |
11,548
-555
| -5% | -$43.2K | 0.38% | 50 |
|
|
2017
Q3 | $938K | Buy |
12,103
+467
| +4% | +$36.2K | 0.47% | 46 |
|
|
2017
Q2 | $997K | Buy |
11,636
+856
| +8% | +$73.3K | 0.52% | 43 |
|
|
2017
Q1 | $978K | Buy |
10,780
+1
| +0% | +$91 | 0.53% | 40 |
|
|
2016
Q4 | $941K | Buy |
10,779
+1
| +0% | +$87 | 0.62% | 29 |
|
|
2016
Q3 | $965K | Buy |
10,778
+1
| +0% | +$90 | 0.67% | 25 |
|
|
2016
Q2 | $952K | Hold |
10,777
| – | – | 0.64% | 23 |
|
|
2016
Q1 | $846K | Buy |
10,777
+253
| +2% | +$19.9K | 0.66% | 22 |
|
|
2015
Q4 | $766K | Sell |
10,524
-155
| -1% | -$11.3K | 0.65% | 22 |
|
|
2015
Q3 | $756K | Buy |
+10,679
| New | +$756K | 0.65% | 21 |
|