Legacy Wealth Asset Management’s Kraft Heinz KHC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-20,067	Closed	-$518K	–	372
2025 Q2	$518K	Buy	20,067 +89	+0.4%	+$2.47K	0.13%	241
2025 Q1	$608K	Buy	19,978 +318	+2%	+$9.52K	0.17%	203
2024 Q4	$604K	Sell	19,660 -417	-2%	-$13.7K	0.16%	198
2024 Q3	$705K	Buy	20,077 +71	+0.4%	+$2.44K	0.19%	165
2024 Q2	$645K	Sell	20,006 -11,378	-36%	-$405K	0.18%	171
2024 Q1	$1.16M	Buy	31,384 +823	+3%	+$29.9K	0.32%	78
2023 Q4	$1.13M	Buy	30,561 +177	+0.6%	+$6.02K	0.37%	79
2023 Q3	$1.02M	Buy	30,384 +505	+2%	+$17.4K	0.38%	83
2023 Q2	$1.06M	Buy	29,879 +3,941	+15%	+$152K	0.37%	76
2023 Q1	$1M	Sell	25,938 -37	-0.1%	-$1.47K	0.36%	77
2022 Q4	$1.06M	Buy	25,975 +328	+1%	+$12.5K	0.4%	73
2022 Q3	$855K	Buy	25,647 +844	+3%	+$31.4K	0.37%	82
2022 Q2	$946K	Sell	24,803 -9	-0%	-$360	0.38%	81
2022 Q1	$977K	Buy	24,812 +736	+3%	+$27.6K	0.35%	104
2021 Q4	$864K	Buy	24,076 +2,596	+12%	+$93.3K	0.29%	132
2021 Q3	$791K	Buy	21,480 +541	+3%	+$20.4K	0.36%	110
2021 Q2	$854K	Buy	20,939 +240	+1%	+$10.1K	0.38%	101
2021 Q1	$828K	Buy	20,699 +450	+2%	+$16.2K	0.38%	90
2020 Q4	$702K	Buy	+20,249	New	+$657K	0.35%	110