Litman Gregory Wealth Management’s Kraft Heinz KHC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$84.9K	Buy	+3,500	New	+$87.1K	0.01%	192
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%	-$103K	0.02%	126
2024 Q2	$314K	Buy	9,750 +500	+5%	+$17.8K	0.03%	109
2024 Q1	$341K	Sell	9,250 -750	-8%	-$27.2K	0.03%	106
2023 Q4	$370K	Buy	10,000 +1,453	+17%	+$49.4K	0.04%	97
2023 Q3	$288K	Buy	+8,547	New	+$295K	0.03%	105
2019 Q4	–	Sell	-160	Closed	-$4K	–	238
2019 Q3	$4K	Sell	160 -22	-12%	-$633	﹤0.01%	159
2019 Q2	$6K	Buy	182 +44	+32%	+$1.39K	﹤0.01%	166
2019 Q1	$5K	Hold	138	–	–	﹤0.01%	122
2018 Q4	$6K	Buy	+138	New	+$7.15K	﹤0.01%	125