Integrated Wealth Concepts’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 | $797K | Buy |
30,878
+8,663
| +39% | +$224K | 0.01% | 1040 |
|
|
2025
Q1 | $676K | Sell |
22,215
-15,905
| -42% | -$484K | 0.01% | 1012 |
|
|
2024
Q4 | $1.17M | Sell |
38,120
-4,821
| -11% | -$148K | 0.01% | 751 |
|
|
2024
Q3 | $1.51M | Buy |
42,941
+17,973
| +72% | +$631K | 0.02% | 639 |
|
|
2024
Q2 | $804K | Sell |
24,968
-2,298
| -8% | -$74K | 0.01% | 853 |
|
|
2024
Q1 | $1.01M | Buy |
27,266
+210
| +0.8% | +$7.75K | 0.01% | 745 |
|
|
2023
Q4 | $1M | Sell |
27,056
-50,430
| -65% | -$1.86M | 0.02% | 725 |
|
|
2023
Q3 | $2.61M | Buy |
77,486
+13,604
| +21% | +$458K | 0.05% | 365 |
|
|
2023
Q2 | $2.27M | Buy |
63,882
+1,550
| +2% | +$55K | 0.04% | 416 |
|
|
2023
Q1 | $2.41M | Buy |
62,332
+53,916
| +641% | +$2.08M | 0.05% | 343 |
|
|
2022
Q4 | $343K | Sell |
8,416
-242
| -3% | -$9.86K | 0.01% | 774 |
|
|
2022
Q3 | $289K | Sell |
8,658
-1,057
| -11% | -$35.3K | 0.01% | 748 |
|
|
2022
Q2 | $371K | Sell |
9,715
-1,826
| -16% | -$69.7K | 0.01% | 687 |
|
|
2022
Q1 | $455K | Sell |
11,541
-42,069
| -78% | -$1.66M | 0.01% | 596 |
|
|
2021
Q4 | $1.93M | Sell |
53,610
-971
| -2% | -$34.9K | 0.06% | 268 |
|
|
2021
Q3 | $2.01M | Buy |
54,581
+17,293
| +46% | +$637K | 0.07% | 248 |
|
|
2021
Q2 | $1.52M | Buy |
37,288
+3,944
| +12% | +$161K | 0.05% | 264 |
|
|
2021
Q1 | $1.33M | Buy |
+33,344
| New | +$1.33M | 0.05% | 249 |
|