Kovack 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
Q1 | – | Sell |
-6,889
| Closed | -$212K | – | 610 |
|
|
2024
Q4 | $212K | Buy |
6,889
+990
| +17% | +$30.4K | 0.02% | 554 |
|
|
2024
Q3 | $207K | Sell |
5,899
-615
| -9% | -$21.6K | 0.02% | 536 |
|
|
2024
Q2 | $210K | Sell |
6,514
-1,979
| -23% | -$63.8K | 0.02% | 517 |
|
|
2024
Q1 | $313K | Buy |
8,493
+1,381
| +19% | +$51K | 0.04% | 336 |
|
|
2023
Q4 | $263K | Sell |
7,112
-751
| -10% | -$27.8K | 0.03% | 452 |
|
|
2023
Q3 | $265K | Buy |
7,863
+804
| +11% | +$27K | 0.04% | 422 |
|
|
2023
Q2 | $251K | Buy |
7,059
+704
| +11% | +$25K | 0.03% | 455 |
|
|
2023
Q1 | $246K | Buy |
+6,355
| New | +$246K | 0.03% | 461 |
|
|
2022
Q1 | – | Sell |
-6,003
| Closed | -$216K | – | 748 |
|
|
2021
Q4 | $216K | Buy |
+6,003
| New | +$216K | 0.02% | 639 |
|
|
2021
Q2 | – | Sell |
-5,037
| Closed | -$201K | – | 685 |
|
|
2021
Q1 | $201K | Buy |
+5,037
| New | +$201K | 0.03% | 584 |
|
|
2019
Q2 | – | Sell |
-7,362
| Closed | -$240K | – | 458 |
|
|
2019
Q1 | $240K | Buy |
7,362
+2,227
| +43% | +$72.6K | 0.06% | 337 |
|
|
2018
Q4 | $221K | Buy |
5,135
+149
| +3% | +$6.41K | 0.06% | 323 |
|
|
2018
Q3 | $275K | Sell |
4,986
-1,789
| -26% | -$98.7K | 0.07% | 311 |
|
|
2018
Q2 | $426K | Buy |
6,775
+2,208
| +48% | +$139K | 0.12% | 202 |
|
|
2018
Q1 | $284K | Sell |
4,567
-319
| -7% | -$19.8K | 0.07% | 325 |
|
|
2017
Q4 | $380K | Sell |
4,886
-761
| -13% | -$59.2K | 0.1% | 245 |
|
|
2017
Q3 | $438K | Sell |
5,647
-160
| -3% | -$12.4K | 0.15% | 167 |
|
|
2017
Q2 | $497K | Buy |
5,807
+1,414
| +32% | +$121K | 0.16% | 160 |
|
|
2017
Q1 | $399K | Buy |
4,393
+676
| +18% | +$61.4K | 0.16% | 156 |
|
|
2016
Q4 | $325K | Buy |
3,717
+733
| +25% | +$64.1K | 0.15% | 150 |
|
|
2016
Q3 | $267K | Sell |
2,984
-460
| -13% | -$41.2K | 0.13% | 180 |
|
|
2016
Q2 | $305K | Buy |
3,444
+850
| +33% | +$75.3K | 0.16% | 153 |
|
|
2016
Q1 | $204K | Sell |
2,594
-250
| -9% | -$19.7K | 0.13% | 202 |
|
|
2015
Q4 | $207K | Buy |
+2,844
| New | +$207K | 0.14% | 180 |
|