IFP 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 | $164K | Buy |
6,121
+1,006
| +20% | +$27K | ﹤0.01% | 1369 |
|
|
2025
Q1 | $157K | Buy |
5,115
+420
| +9% | +$12.9K | ﹤0.01% | 1290 |
|
|
2024
Q4 | $146K | Buy |
4,695
+192
| +4% | +$5.95K | ﹤0.01% | 1295 |
|
|
2024
Q3 | $158K | Sell |
4,503
-4,457
| -50% | -$156K | 0.01% | 1197 |
|
|
2024
Q2 | $289K | Sell |
8,960
-510
| -5% | -$16.4K | 0.01% | 857 |
|
|
2024
Q1 | $349K | Sell |
9,470
-11,051
| -54% | -$408K | 0.02% | 735 |
|
|
2023
Q4 | $766K | Buy |
20,521
+294
| +1% | +$11K | 0.04% | 459 |
|
|
2023
Q3 | $680K | Sell |
20,227
-1,170
| -5% | -$39.4K | 0.03% | 492 |
|
|
2023
Q2 | $760K | Buy |
21,397
+13,634
| +176% | +$484K | 0.03% | 514 |
|
|
2023
Q1 | $447K | Sell |
7,763
-7,472
| -49% | -$431K | 0.02% | 642 |
|
|
2022
Q4 | $884K | Sell |
15,235
-2,369
| -13% | -$137K | 0.02% | 667 |
|
|
2022
Q3 | $1.02M | Buy |
17,604
+1,166
| +7% | +$67.4K | 0.03% | 633 |
|
|
2022
Q2 | $948K | Hold |
16,438
| – | – | 0.03% | 600 |
|
|
2022
Q1 | $948K | Buy |
16,438
+7,400
| +82% | +$427K | 0.03% | 600 |
|
|
2021
Q4 | $334K | Sell |
9,038
-19,982
| -69% | -$738K | 0.01% | 730 |
|
|
2021
Q3 | $1.07M | Buy |
29,020
+25,250
| +670% | +$934K | 0.02% | 374 |
|
|
2021
Q2 | $153K | Sell |
3,770
-465
| -11% | -$18.9K | ﹤0.01% | 1041 |
|
|
2021
Q1 | $169K | Sell |
4,235
-2,592
| -38% | -$103K | ﹤0.01% | 922 |
|
|
2020
Q4 | $234K | Buy |
6,827
+167
| +3% | +$5.72K | 0.01% | 740 |
|
|
2020
Q3 | $198K | Sell |
6,660
-1,338
| -17% | -$39.8K | 0.01% | 710 |
|
|
2020
Q2 | $254K | Buy |
7,998
+1,831
| +30% | +$58.1K | 0.02% | 583 |
|
|
2020
Q1 | $151K | Buy |
6,167
+2,155
| +54% | +$52.8K | 0.02% | 672 |
|
|
2019
Q4 | $127K | Sell |
4,012
-6,378
| -61% | -$202K | 0.01% | 827 |
|
|
2019
Q3 | $288K | Buy |
+10,390
| New | +$288K | 0.02% | 644 |
|
|
2019
Q1 | $223K | Sell |
6,771
-3,474
| -34% | -$114K | 0.03% | 440 |
|
|
2018
Q4 | $446K | Sell |
10,245
-7,559
| -42% | -$329K | 0.03% | 597 |
|
|
2018
Q3 | $981K | Sell |
17,804
-702
| -4% | -$38.7K | 0.04% | 434 |
|
|
2018
Q2 | $1.16M | Buy |
18,506
+1,956
| +12% | +$123K | 0.05% | 377 |
|
|
2018
Q1 | $1.29M | Hold |
16,550
| – | – | 0.06% | 329 |
|
|
2017
Q4 | $1.29M | Sell |
16,550
-19,972
| -55% | -$1.55M | 0.06% | 329 |
|
|
2017
Q3 | $2.83M | Sell |
36,522
-382
| -1% | -$29.6K | 0.11% | 196 |
|
|
2017
Q2 | $3.16M | Sell |
36,904
-1,932
| -5% | -$165K | 0.13% | 171 |
|
|
2017
Q1 | $3.53M | Sell |
38,836
-2,616
| -6% | -$238K | 0.15% | 148 |
|
|
2016
Q4 | $3.62M | Buy |
41,452
+1,813
| +5% | +$158K | 0.17% | 132 |
|
|
2016
Q3 | $3.55M | Sell |
39,639
-549
| -1% | -$49.1K | 0.18% | 116 |
|
|
2016
Q2 | $3.56M | Buy |
40,188
+33,417
| +494% | +$2.96M | 0.2% | 97 |
|
|
2016
Q1 | $223K | Sell |
6,771
-25,166
| -79% | -$829K | 0.03% | 440 |
|
|
2015
Q4 | $2.32M | Buy |
+31,937
| New | +$2.32M | 0.16% | 139 |
|