JFS Wealth Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Sell |
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|
2025
Q1 | $283K | Buy |
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|
2024
Q4 | $214K | Sell |
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|
2024
Q3 | $256K | Buy |
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|
2024
Q2 | $121K | Buy |
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|
2024
Q1 | $136K | Sell |
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|
2023
Q4 | $138K | Buy |
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|
2023
Q3 | $121K | Sell |
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|
2023
Q2 | $130K | Sell |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q4 | $311K | Buy |
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|
2022
Q3 | $236K | Buy |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q4 | $232K | Buy |
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|
2021
Q3 | $231K | Buy |
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|
2021
Q2 | $221K | Buy |
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|
2021
Q1 | $118K | Sell |
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|
2020
Q4 | $171K | Hold |
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|
2020
Q3 | $148K | Sell |
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|
2020
Q2 | $253K | Buy |
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|
2020
Q1 | $109K | Buy |
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|
2019
Q4 | $38K | Hold |
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|
2019
Q3 | $33K | Sell |
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|
2019
Q2 | $37K | Hold |
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|
2019
Q1 | $39K | Hold |
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|
2018
Q4 | $51K | Sell |
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|
2018
Q3 | $68K | Buy |
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|
2018
Q2 | $75K | Hold |
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|
2018
Q1 | $74K | Hold |
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|
2017
Q4 | $93K | Hold |
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|
2017
Q3 | $93K | Buy |
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|
2017
Q2 | $40K | Sell |
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|
2017
Q1 | $59K | Hold |
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|
2016
Q4 | $59K | Buy |
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|
2016
Q3 | $42K | Hold |
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|
2016
Q2 | $42K | Hold |
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|
2016
Q1 | $37K | Buy |
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|
2015
Q4 | $12K | Hold |
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|
2015
Q3 | $11K | Buy |
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