Jones Financial Companies’s Kraft Heinz KHC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.4M | Buy |
171,660
+24,182
| +16% | +$619K | ﹤0.01% | 532 |
|
2025
Q1 | $4.46M | Buy |
147,478
+35,681
| +32% | +$1.08M | ﹤0.01% | 449 |
|
2024
Q4 | $3.43M | Buy |
111,797
+39,533
| +55% | +$1.21M | ﹤0.01% | 437 |
|
2024
Q3 | $2.56M | Buy |
72,264
+46,763
| +183% | +$1.65M | ﹤0.01% | 400 |
|
2024
Q2 | $822K | Buy |
25,501
+16,150
| +173% | +$520K | ﹤0.01% | 458 |
|
2024
Q1 | $345K | Buy |
9,351
+4,799
| +105% | +$177K | ﹤0.01% | 374 |
|
2023
Q4 | $168K | Buy |
4,552
+1,006
| +28% | +$37.2K | ﹤0.01% | 351 |
|
2023
Q3 | $119K | Sell |
3,546
-133
| -4% | -$4.47K | ﹤0.01% | 298 |
|
2023
Q2 | $131K | Sell |
3,679
-136
| -4% | -$4.83K | ﹤0.01% | 289 |
|
2023
Q1 | $148K | Sell |
3,815
-236
| -6% | -$9.13K | ﹤0.01% | 284 |
|
2022
Q4 | $165K | Buy |
4,051
+88
| +2% | +$3.58K | ﹤0.01% | 269 |
|
2022
Q3 | $132K | Sell |
3,963
-379
| -9% | -$12.6K | ﹤0.01% | 272 |
|
2022
Q2 | $166K | Buy |
4,342
+161
| +4% | +$6.16K | ﹤0.01% | 253 |
|
2022
Q1 | $165K | Buy |
4,181
+3,700
| +769% | +$146K | ﹤0.01% | 266 |
|
2021
Q4 | $17K | Buy |
+481
| New | +$17K | ﹤0.01% | 486 |
|
2021
Q1 | – | Sell |
-479
| Closed | -$17K | – | 823 |
|
2020
Q4 | $17K | Buy |
+479
| New | +$17K | ﹤0.01% | 382 |
|
2019
Q1 | – | Sell |
-17,147
| Closed | -$738K | – | 210 |
|
2018
Q4 | $738K | Sell |
17,147
-60,688
| -78% | -$2.61M | ﹤0.01% | 155 |
|
2018
Q3 | $4.29M | Buy |
77,835
+95
| +0.1% | +$5.24K | 0.01% | 107 |
|
2018
Q2 | $4.88M | Buy |
77,740
+17,072
| +28% | +$1.07M | 0.01% | 98 |
|
2018
Q1 | $3.78M | Buy |
60,668
+14,471
| +31% | +$901K | 0.01% | 107 |
|
2017
Q4 | $3.59M | Buy |
46,197
+5,798
| +14% | +$451K | 0.01% | 109 |
|
2017
Q3 | $3.13M | Buy |
40,399
+1,575
| +4% | +$122K | 0.01% | 111 |
|
2017
Q2 | $3.33M | Buy |
38,824
+342
| +0.9% | +$29.3K | 0.01% | 110 |
|
2017
Q1 | $3.49M | Buy |
38,482
+2,229
| +6% | +$202K | 0.01% | 109 |
|
2016
Q4 | $3.17M | Buy |
36,253
+13,057
| +56% | +$1.14M | 0.01% | 115 |
|
2016
Q3 | $2.08M | Buy |
23,196
+3,251
| +16% | +$291K | 0.01% | 121 |
|
2016
Q2 | $1.77M | Buy |
19,945
+11,915
| +148% | +$1.05M | 0.01% | 129 |
|
2016
Q1 | $631K | Sell |
8,030
-730
| -8% | -$57.4K | ﹤0.01% | 160 |
|
2015
Q4 | $637K | Sell |
8,760
-156
| -2% | -$11.3K | ﹤0.01% | 172 |
|
2015
Q3 | $629K | Buy |
+8,916
| New | +$629K | ﹤0.01% | 173 |
|