IAA
Independent Advisor Alliance’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
40,435
-1,117
| -3% | -$28.8K | 0.03% | 413 |
|
|
2025
Q1 | $1.26M | Buy |
41,552
+1,713
| +4% | +$52.1K | 0.04% | 331 |
|
|
2024
Q4 | $1.22M | Sell |
39,839
-3,968
| -9% | -$122K | 0.02% | 662 |
|
|
2024
Q3 | $1.54M | Sell |
43,807
-384
| -0.9% | -$13.5K | 0.06% | 258 |
|
|
2024
Q2 | $1.42M | Buy |
44,191
+3,027
| +7% | +$97.5K | 0.05% | 271 |
|
|
2024
Q1 | $1.52M | Buy |
41,164
+1,122
| +3% | +$41.4K | 0.05% | 260 |
|
|
2023
Q4 | $1.48M | Sell |
40,042
-15,524
| -28% | -$574K | 0.05% | 254 |
|
|
2023
Q3 | $1.87M | Buy |
55,566
+22,957
| +70% | +$772K | 0.08% | 203 |
|
|
2023
Q2 | $1.16M | Buy |
32,609
+559
| +2% | +$19.8K | 0.05% | 279 |
|
|
2023
Q1 | $1.24M | Buy |
32,050
+387
| +1% | +$15K | 0.06% | 261 |
|
|
2022
Q4 | $289K | Buy |
31,663
+1,143
| +4% | +$10.4K | 0.1% | 117 |
|
|
2022
Q3 | $1.02M | Buy |
30,520
+19,545
| +178% | +$652K | 0.06% | 263 |
|
|
2022
Q2 | $419K | Buy |
10,975
+254
| +2% | +$9.7K | 0.02% | 416 |
|
|
2022
Q1 | $422K | Buy |
10,721
+4,226
| +65% | +$166K | 0.02% | 434 |
|
|
2021
Q4 | $233K | Buy |
+6,495
| New | +$233K | 0.01% | 589 |
|
|
2021
Q3 | – | Sell |
-6,128
| Closed | -$250K | – | 656 |
|
|
2021
Q2 | $250K | Buy |
6,128
+636
| +12% | +$25.9K | 0.01% | 544 |
|
|
2021
Q1 | $220K | Sell |
5,492
-658
| -11% | -$26.4K | 0.01% | 532 |
|
|
2020
Q4 | $213K | Buy |
+6,150
| New | +$213K | 0.01% | 497 |
|
|
2020
Q3 | – | Sell |
-6,828
| Closed | -$218K | – | 509 |
|
|
2020
Q2 | $218K | Buy |
+6,828
| New | +$218K | 0.02% | 420 |
|
|
2020
Q1 | – | Sell |
-10,994
| Closed | -$353K | – | 650 |
|
|
2019
Q4 | $353K | Sell |
10,994
-3,322
| -23% | -$107K | 0.02% | 633 |
|
|
2019
Q3 | $400K | Buy |
14,316
+4,778
| +50% | +$134K | 0.05% | 282 |
|
|
2019
Q2 | $296K | Buy |
9,538
+415
| +5% | +$12.9K | 0.04% | 300 |
|
|
2019
Q1 | $298K | Sell |
9,123
-2,379
| -21% | -$77.7K | 0.04% | 318 |
|
|
2018
Q4 | $495K | Buy |
11,502
+2,348
| +26% | +$101K | 0.09% | 198 |
|
|
2018
Q3 | $459K | Sell |
9,154
-445
| -5% | -$22.3K | 0.08% | 194 |
|
|
2018
Q2 | $548K | Sell |
9,599
-5,031
| -34% | -$287K | 0.11% | 173 |
|
|
2018
Q1 | $879K | Sell |
14,630
-5,686
| -28% | -$342K | 0.2% | 124 |
|
|
2017
Q4 | $1.59M | Buy |
20,316
+3,502
| +21% | +$275K | 0.36% | 74 |
|
|
2017
Q3 | $1.3M | Sell |
16,814
-359
| -2% | -$27.8K | 0.36% | 76 |
|
|
2017
Q2 | $1.42M | Buy |
17,173
+146
| +0.9% | +$12.1K | 0.45% | 70 |
|
|
2017
Q1 | $1.56M | Sell |
17,027
-42
| -0.2% | -$3.84K | 0.25% | 121 |
|
|
2016
Q4 | $1.52M | Buy |
+17,069
| New | +$1.52M | 0.65% | 55 |
|