HHM 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 | – | Sell |
-3
| Closed | -$92 | – | 901 |
|
2025
Q1 | $92 | Buy |
+3
| New | +$92 | ﹤0.01% | 907 |
|
2022
Q3 | – | Sell |
-200
| Closed | -$8K | – | 742 |
|
2022
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 574 |
|
2022
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 565 |
|
2021
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 552 |
|
2021
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 524 |
|
2021
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 489 |
|
2021
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 463 |
|
2020
Q4 | $7K | Sell |
200
-140
| -41% | -$4.9K | ﹤0.01% | 443 |
|
2020
Q3 | $10K | Hold |
340
| – | – | ﹤0.01% | 391 |
|
2020
Q2 | $11K | Hold |
340
| – | – | ﹤0.01% | 363 |
|
2020
Q1 | $8K | Buy |
+340
| New | +$8K | ﹤0.01% | 367 |
|