Herold 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 | $269K | Buy |
10,400
+1,450
| +16% | +$37.4K | 0.06% | 259 |
|
|
2025
Q1 | $272K | Hold |
8,950
| – | – | 0.06% | 233 |
|
|
2024
Q4 | $275K | Sell |
8,950
-450
| -5% | -$13.8K | 0.06% | 232 |
|
|
2024
Q3 | $330K | Buy |
9,400
+800
| +9% | +$28.1K | 0.07% | 214 |
|
|
2024
Q2 | $277K | Hold |
8,600
| – | – | 0.06% | 224 |
|
|
2024
Q1 | $317K | Buy |
8,600
+100
| +1% | +$3.69K | 0.08% | 212 |
|
|
2023
Q4 | $314K | Buy |
8,500
+150
| +2% | +$5.55K | 0.09% | 198 |
|
|
2023
Q3 | $281K | Buy |
+8,350
| New | +$281K | 0.09% | 204 |
|
|
2023
Q2 | – | Sell |
-5,750
| Closed | -$222K | – | 244 |
|
|
2023
Q1 | $222K | Hold |
5,750
| – | – | 0.08% | 210 |
|
|
2022
Q4 | $234K | Buy |
+5,750
| New | +$234K | 0.1% | 184 |
|
|
2022
Q2 | – | Sell |
-4,600
| Closed | -$181K | – | 437 |
|
|
2022
Q1 | $181K | Buy |
+4,600
| New | +$181K | 0.06% | 209 |
|
|
2021
Q4 | – | Sell |
-4,900
| Closed | -$180K | – | 427 |
|
|
2021
Q3 | $180K | Buy |
+4,900
| New | +$180K | 0.07% | 211 |
|