Key Financial Inc’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
$3.12K Hold
121
﹤0.01% 1119
2025
Q1
$3.68K Sell
121
-5
-4% -$152 ﹤0.01% 1061
2024
Q4
$3.87K Sell
126
-174
-58% -$5.34K ﹤0.01% 1057
2024
Q3
$10.5K Buy
300
+15
+5% +$527 ﹤0.01% 781
2024
Q2
$9.19K Sell
285
-29
-9% -$936 ﹤0.01% 802
2024
Q1
$11.6K Hold
314
﹤0.01% 718
2023
Q4
$11.6K Buy
314
+1
+0.3% +$37 ﹤0.01% 702
2023
Q3
$10.5K Buy
313
+2
+0.6% +$67 ﹤0.01% 697
2023
Q2
$11K Buy
311
+2
+0.6% +$71 ﹤0.01% 694
2023
Q1
$11.9K Buy
309
+3
+1% +$116 ﹤0.01% 638
2022
Q4
$10.2K Hold
306
﹤0.01% 626
2022
Q3
$10K Buy
306
+2
+0.7% +$65 ﹤0.01% 629
2022
Q2
$12K Buy
304
+2
+0.7% +$79 0.01% 590
2022
Q1
$12K Buy
302
+1
+0.3% +$40 0.01% 591
2021
Q4
$11K Buy
301
+2
+0.7% +$73 0.01% 571
2021
Q3
$11K Buy
299
+18
+6% +$662 0.01% 563
2021
Q2
$11K Buy
281
+1
+0.4% +$39 0.01% 554
2021
Q1
$11K Buy
280
+35
+14% +$1.38K 0.01% 475
2020
Q4
$9K Buy
+245
New +$9K 0.01% 474
2020
Q2
Sell
-874
Closed -$22K 377
2020
Q1
$22K Buy
+874
New +$22K 0.02% 311