LGT Financial 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
Q2 | $15.8K | Buy |
612
+18
| +3% | +$465 | 0.04% | 173 |
|
|
2025
Q1 | $18.1K | Buy |
594
+8
| +1% | +$243 | 0.06% | 159 |
|
|
2024
Q4 | $18K | Buy |
586
+7
| +1% | +$215 | 0.04% | 331 |
|
|
2024
Q3 | $20.3K | Buy |
579
+7
| +1% | +$246 | 0.05% | 274 |
|
|
2024
Q2 | $18.4K | Sell |
572
-817
| -59% | -$26.3K | 0.04% | 320 |
|
|
2024
Q1 | $51.3K | Hold |
1,389
| – | – | 0.06% | 229 |
|
|
2023
Q4 | $51.4K | Sell |
1,389
-1,065
| -43% | -$39.4K | 0.06% | 208 |
|
|
2023
Q3 | $82.5K | Buy |
+2,454
| New | +$82.5K | 0.1% | 176 |
|