Kestra Private Wealth Services’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
$2.7M Sell
104,408
-858
-0.8% -$22.2K 0.04% 421
2025
Q1
$3.2M Buy
105,266
+4,582
+5% +$139K 0.05% 344
2024
Q4
$3.09M Buy
100,684
+35,181
+54% +$1.08M 0.05% 327
2024
Q3
$2.3M Sell
65,503
-17,953
-22% -$630K 0.04% 393
2024
Q2
$2.69M Buy
83,456
+6,975
+9% +$225K 0.05% 321
2024
Q1
$2.82M Buy
76,481
+2,596
+4% +$95.8K 0.06% 297
2023
Q4
$2.73M Sell
73,885
-2,730
-4% -$101K 0.07% 289
2023
Q3
$2.58M Buy
76,615
+10,621
+16% +$357K 0.08% 262
2023
Q2
$2.34M Buy
65,994
+1,756
+3% +$62.3K 0.08% 266
2023
Q1
$2.48M Buy
64,238
+3,349
+6% +$130K 0.1% 225
2022
Q4
$2.48M Buy
60,889
+44,867
+280% +$1.83M 0.13% 187
2022
Q3
$534K Buy
16,022
+422
+3% +$14.1K 0.03% 474
2022
Q2
$595K Buy
15,600
+13
+0.1% +$496 0.03% 455
2022
Q1
$614K Buy
15,587
+608
+4% +$24K 0.03% 510
2021
Q4
$538K Buy
14,979
+359
+2% +$12.9K 0.03% 562
2021
Q3
$538K Buy
14,620
+5,032
+52% +$185K 0.03% 516
2021
Q2
$391K Sell
9,588
-245
-2% -$9.99K 0.02% 577
2021
Q1
$393K Buy
9,833
+63
+0.6% +$2.52K 0.03% 517
2020
Q4
$339K Sell
9,770
-3,875
-28% -$134K 0.03% 541
2020
Q3
$409K Buy
+13,645
New +$409K 0.04% 424