JFS Wealth Advisors’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 | $118K | Sell |
4,572
-4,735
| -51% | -$122K | 0.01% | 350 |
|
|
2025
Q1 | $283K | Buy |
9,307
+2,345
| +34% | +$71.4K | 0.02% | 266 |
|
|
2024
Q4 | $214K | Sell |
6,962
-343
| -5% | -$10.5K | 0.01% | 283 |
|
|
2024
Q3 | $256K | Buy |
7,305
+3,564
| +95% | +$125K | 0.02% | 262 |
|
|
2024
Q2 | $121K | Buy |
3,741
+47
| +1% | +$1.51K | 0.01% | 286 |
|
|
2024
Q1 | $136K | Sell |
3,694
-28
| -0.8% | -$1.03K | 0.01% | 281 |
|
|
2023
Q4 | $138K | Buy |
3,722
+134
| +4% | +$4.96K | 0.01% | 265 |
|
|
2023
Q3 | $121K | Sell |
3,588
-62
| -2% | -$2.09K | 0.01% | 263 |
|
|
2023
Q2 | $130K | Sell |
3,650
-4,000
| -52% | -$142K | 0.01% | 249 |
|
|
2023
Q1 | $296K | Buy |
7,650
+1
| +0% | +$39 | 0.03% | 176 |
|
|
2022
Q4 | $311K | Buy |
7,649
+561
| +8% | +$22.8K | 0.03% | 176 |
|
|
2022
Q3 | $236K | Buy |
7,088
+199
| +3% | +$6.63K | 0.03% | 198 |
|
|
2022
Q2 | $263K | Buy |
6,889
+241
| +4% | +$9.2K | 0.03% | 183 |
|
|
2022
Q1 | $262K | Buy |
6,648
+199
| +3% | +$7.84K | 0.02% | 203 |
|
|
2021
Q4 | $232K | Buy |
6,449
+170
| +3% | +$6.12K | 0.02% | 211 |
|
|
2021
Q3 | $231K | Buy |
6,279
+848
| +16% | +$31.2K | 0.02% | 209 |
|
|
2021
Q2 | $221K | Buy |
5,431
+2,483
| +84% | +$101K | 0.03% | 162 |
|
|
2021
Q1 | $118K | Sell |
2,948
-2,000
| -40% | -$80.1K | 0.02% | 182 |
|
|
2020
Q4 | $171K | Hold |
4,948
| – | – | 0.04% | 148 |
|
|
2020
Q3 | $148K | Sell |
4,948
-3,000
| -38% | -$89.7K | 0.04% | 151 |
|
|
2020
Q2 | $253K | Buy |
7,948
+3,527
| +80% | +$112K | 0.07% | 122 |
|
|
2020
Q1 | $109K | Buy |
4,421
+3,250
| +278% | +$80.1K | 0.03% | 160 |
|
|
2019
Q4 | $38K | Hold |
1,171
| – | – | 0.01% | 257 |
|
|
2019
Q3 | $33K | Sell |
1,171
-23
| -2% | -$648 | 0.01% | 265 |
|
|
2019
Q2 | $37K | Hold |
1,194
| – | – | 0.01% | 259 |
|
|
2019
Q1 | $39K | Hold |
1,194
| – | – | 0.01% | 242 |
|
|
2018
Q4 | $51K | Sell |
1,194
-36
| -3% | -$1.54K | 0.01% | 228 |
|
|
2018
Q3 | $68K | Buy |
1,230
+36
| +3% | +$1.99K | 0.02% | 227 |
|
|
2018
Q2 | $75K | Hold |
1,194
| – | – | 0.02% | 212 |
|
|
2018
Q1 | $74K | Hold |
1,194
| – | – | 0.02% | 217 |
|
|
2017
Q4 | $93K | Hold |
1,194
| – | – | 0.02% | 200 |
|
|
2017
Q3 | $93K | Buy |
1,194
+723
| +154% | +$56.3K | 0.02% | 191 |
|
|
2017
Q2 | $40K | Sell |
471
-210
| -31% | -$17.8K | 0.01% | 238 |
|
|
2017
Q1 | $59K | Hold |
681
| – | – | 0.02% | 211 |
|
|
2016
Q4 | $59K | Buy |
681
+210
| +45% | +$18.2K | 0.02% | 211 |
|
|
2016
Q3 | $42K | Hold |
471
| – | – | 0.01% | 257 |
|
|
2016
Q2 | $42K | Hold |
471
| – | – | 0.01% | 273 |
|
|
2016
Q1 | $37K | Buy |
471
+310
| +193% | +$24.4K | 0.01% | 265 |
|
|
2015
Q4 | $12K | Hold |
161
| – | – | ﹤0.01% | 374 |
|
|
2015
Q3 | $11K | Buy |
+161
| New | +$11K | ﹤0.01% | 329 |
|