LWAM
Legacy Wealth Asset Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Buy |
20,067
+89
| +0.4% | +$2.3K | 0.13% | 241 |
|
|
2025
Q1 | $608K | Buy |
19,978
+318
| +2% | +$9.68K | 0.17% | 203 |
|
|
2024
Q4 | $604K | Sell |
19,660
-417
| -2% | -$12.8K | 0.16% | 198 |
|
|
2024
Q3 | $705K | Buy |
20,077
+71
| +0.4% | +$2.49K | 0.19% | 165 |
|
|
2024
Q2 | $645K | Sell |
20,006
-11,378
| -36% | -$367K | 0.18% | 171 |
|
|
2024
Q1 | $1.16M | Buy |
31,384
+823
| +3% | +$30.4K | 0.32% | 78 |
|
|
2023
Q4 | $1.13M | Buy |
30,561
+177
| +0.6% | +$6.55K | 0.37% | 79 |
|
|
2023
Q3 | $1.02M | Buy |
30,384
+505
| +2% | +$17K | 0.38% | 83 |
|
|
2023
Q2 | $1.06M | Buy |
29,879
+3,941
| +15% | +$140K | 0.37% | 76 |
|
|
2023
Q1 | $1M | Sell |
25,938
-37
| -0.1% | -$1.43K | 0.36% | 77 |
|
|
2022
Q4 | $1.06M | Buy |
25,975
+328
| +1% | +$13.4K | 0.4% | 73 |
|
|
2022
Q3 | $855K | Buy |
25,647
+844
| +3% | +$28.1K | 0.37% | 82 |
|
|
2022
Q2 | $946K | Sell |
24,803
-9
| -0% | -$343 | 0.38% | 81 |
|
|
2022
Q1 | $977K | Buy |
24,812
+736
| +3% | +$29K | 0.35% | 104 |
|
|
2021
Q4 | $864K | Buy |
24,076
+2,596
| +12% | +$93.2K | 0.29% | 132 |
|
|
2021
Q3 | $791K | Buy |
21,480
+541
| +3% | +$19.9K | 0.36% | 110 |
|
|
2021
Q2 | $854K | Buy |
20,939
+240
| +1% | +$9.79K | 0.38% | 101 |
|
|
2021
Q1 | $828K | Buy |
20,699
+450
| +2% | +$18K | 0.38% | 90 |
|
|
2020
Q4 | $702K | Buy |
+20,249
| New | +$702K | 0.35% | 110 |
|