LifePlan Financial’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 | $578K | Sell |
22,390
-9,783
| -30% | -$253K | 0.48% | 58 |
|
|
2025
Q1 | $979K | Sell |
32,173
-7,276
| -18% | -$221K | 0.85% | 36 |
|
|
2024
Q4 | $1.21M | Buy |
39,449
+635
| +2% | +$19.5K | 1.07% | 26 |
|
|
2024
Q3 | $1.36M | Buy |
38,814
+2,627
| +7% | +$92.2K | 1.17% | 25 |
|
|
2024
Q2 | $1.17M | Buy |
36,187
+804
| +2% | +$25.9K | 1.07% | 26 |
|
|
2024
Q1 | $1.31M | Buy |
35,383
+1,748
| +5% | +$64.5K | 1.2% | 23 |
|
|
2023
Q4 | $1.24M | Buy |
+33,635
| New | +$1.24M | 1.25% | 25 |
|