JPWM
Jamison Private Wealth Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Sell |
14,274
-288
| -2% | -$7.44K | 0.05% | 166 |
|
|
2025
Q1 | $443K | Buy |
14,562
+38
| +0.3% | +$1.16K | 0.07% | 148 |
|
|
2024
Q4 | $446K | Sell |
14,524
-10,388
| -42% | -$319K | 0.07% | 148 |
|
|
2024
Q3 | $875K | Sell |
24,912
-174
| -0.7% | -$6.11K | 0.13% | 109 |
|
|
2024
Q2 | $808K | Sell |
25,086
-944
| -4% | -$30.4K | 0.13% | 107 |
|
|
2024
Q1 | $960K | Sell |
26,030
-3,054
| -11% | -$113K | 0.16% | 98 |
|
|
2023
Q4 | $1.08M | Sell |
29,084
-3,766
| -11% | -$139K | 0.2% | 93 |
|
|
2023
Q3 | $1.11M | Buy |
+32,850
| New | +$1.11M | 0.23% | 84 |
|