Institute for Wealth Management’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,261
| Closed | -$223K | – | 540 |
|
|
2024
Q4 | $223K | Buy |
7,261
+1,024
| +16% | +$31.4K | 0.03% | 464 |
|
|
2024
Q3 | $219K | Buy |
+6,237
| New | +$219K | 0.03% | 501 |
|
|
2023
Q1 | – | Sell |
-5,851
| Closed | -$238K | – | 456 |
|
|
2022
Q4 | $238K | Sell |
5,851
-157
| -3% | -$6.39K | 0.05% | 388 |
|
|
2022
Q3 | $200K | Buy |
6,008
+3
| +0% | +$100 | 0.04% | 421 |
|
|
2022
Q2 | $229K | Sell |
6,005
-278
| -4% | -$10.6K | 0.05% | 461 |
|
|
2022
Q1 | $248K | Buy |
6,283
+5
| +0.1% | +$197 | 0.04% | 464 |
|
|
2021
Q4 | $225K | Buy |
6,278
+6
| +0.1% | +$215 | 0.04% | 444 |
|
|
2021
Q3 | $231K | Sell |
6,272
-114
| -2% | -$4.2K | 0.04% | 433 |
|
|
2021
Q2 | $260K | Sell |
6,386
-634
| -9% | -$25.8K | 0.05% | 407 |
|
|
2021
Q1 | $281K | Sell |
7,020
-559
| -7% | -$22.4K | 0.05% | 370 |
|
|
2020
Q4 | $263K | Sell |
7,579
-529
| -7% | -$18.4K | 0.05% | 371 |
|
|
2020
Q3 | $243K | Buy |
8,108
+211
| +3% | +$6.32K | 0.06% | 356 |
|
|
2020
Q2 | $252K | Buy |
+7,897
| New | +$252K | 0.06% | 353 |
|
|
2018
Q1 | – | Sell |
-5,967
| Closed | -$469K | – | 332 |
|
|
2017
Q4 | $469K | Buy |
+5,967
| New | +$469K | 0.11% | 237 |
|
|
2017
Q3 | – | Sell |
-7,624
| Closed | -$654K | – | 320 |
|
|
2017
Q2 | $654K | Buy |
+7,624
| New | +$654K | 0.18% | 183 |
|