KMG Fiduciary Partners’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 | $1.73M | Buy |
66,832
+3,690
| +6% | +$95.3K | 0.13% | 148 |
|
|
2025
Q1 | $1.92M | Buy |
63,142
+10,399
| +20% | +$316K | 0.16% | 137 |
|
|
2024
Q4 | $1.62M | Buy |
+52,743
| New | +$1.62M | 0.13% | 142 |
|
|
2023
Q4 | – | Sell |
-8,806
| Closed | -$296K | – | 239 |
|
|
2023
Q3 | $296K | Hold |
8,806
| – | – | 0.04% | 195 |
|
|
2023
Q2 | $313K | Hold |
8,806
| – | – | 0.04% | 197 |
|
|
2023
Q1 | $341K | Buy |
8,806
+967
| +12% | +$37.4K | 0.05% | 191 |
|
|
2022
Q4 | $319K | Buy |
+7,839
| New | +$319K | 0.05% | 197 |
|
|
2019
Q2 | – | Sell |
-6,605
| Closed | -$216K | – | 116 |
|
|
2019
Q1 | $216K | Buy |
+6,605
| New | +$216K | 0.08% | 111 |
|