Lido 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 | $612K | Sell |
23,699
-5,978
| -20% | -$154K | ﹤0.01% | 932 |
|
|
2025
Q1 | $903K | Buy |
29,677
+4,777
| +19% | +$145K | ﹤0.01% | 761 |
|
|
2024
Q4 | $765K | Sell |
24,900
-11,150
| -31% | -$342K | ﹤0.01% | 792 |
|
|
2024
Q3 | $1.27M | Buy |
36,050
+7
| +0% | +$246 | 0.01% | 565 |
|
|
2024
Q2 | $1.16M | Buy |
36,043
+5,300
| +17% | +$171K | 0.01% | 558 |
|
|
2024
Q1 | $1.13M | Buy |
30,743
+4,599
| +18% | +$170K | 0.01% | 553 |
|
|
2023
Q4 | $967K | Buy |
26,144
+16,752
| +178% | +$619K | 0.01% | 576 |
|
|
2023
Q3 | $316K | Buy |
9,392
+676
| +8% | +$22.7K | ﹤0.01% | 807 |
|
|
2023
Q2 | $309K | Sell |
8,716
-199
| -2% | -$7.07K | ﹤0.01% | 822 |
|
|
2023
Q1 | $345K | Buy |
+8,915
| New | +$345K | ﹤0.01% | 756 |
|
|
2022
Q3 | – | Sell |
-7,157
| Closed | -$272K | – | 883 |
|
|
2022
Q2 | $272K | Sell |
7,157
-2,324
| -25% | -$88.3K | ﹤0.01% | 686 |
|
|
2022
Q1 | $373K | Buy |
+9,481
| New | +$373K | ﹤0.01% | 648 |
|
|
2021
Q3 | – | Sell |
-4,936
| Closed | -$201K | – | 877 |
|
|
2021
Q2 | $201K | Buy |
+4,936
| New | +$201K | ﹤0.01% | 763 |
|
|
2020
Q2 | – | Sell |
-8,413
| Closed | -$208K | – | 562 |
|
|
2020
Q1 | $208K | Buy |
8,413
+1,619
| +24% | +$40K | 0.01% | 450 |
|
|
2019
Q4 | $218K | Buy |
+6,794
| New | +$218K | 0.01% | 538 |
|
|
2019
Q1 | – | Sell |
-6,861
| Closed | -$295K | – | 494 |
|
|
2018
Q4 | $295K | Buy |
+6,861
| New | +$295K | 0.03% | 293 |
|