LGWM
Litman Gregory Wealth Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,750
| Closed | -$205K | – | 140 |
|
|
2025
Q1 | $205K | Hold |
6,750
| – | – | 0.02% | 135 |
|
|
2024
Q4 | $207K | Hold |
6,750
| – | – | 0.02% | 130 |
|
|
2024
Q3 | $237K | Sell |
6,750
-3,000
| -31% | -$105K | 0.02% | 126 |
|
|
2024
Q2 | $314K | Buy |
9,750
+500
| +5% | +$16.1K | 0.03% | 109 |
|
|
2024
Q1 | $341K | Sell |
9,250
-750
| -8% | -$27.7K | 0.03% | 106 |
|
|
2023
Q4 | $370K | Buy |
10,000
+1,453
| +17% | +$53.7K | 0.04% | 97 |
|
|
2023
Q3 | $288K | Buy |
+8,547
| New | +$288K | 0.03% | 105 |
|
|
2019
Q4 | – | Sell |
-160
| Closed | -$4K | – | 238 |
|
|
2019
Q3 | $4K | Sell |
160
-22
| -12% | -$550 | ﹤0.01% | 159 |
|
|
2019
Q2 | $6K | Buy |
182
+44
| +32% | +$1.45K | ﹤0.01% | 166 |
|
|
2019
Q1 | $5K | Hold |
138
| – | – | ﹤0.01% | 122 |
|
|
2018
Q4 | $6K | Buy |
+138
| New | +$6K | ﹤0.01% | 125 |
|