Loring Wolcott & Coolidge Fiduciary 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 | $3.87K | Hold |
150
| – | – | ﹤0.01% | 503 |
|
|
2025
Q1 | $4.51K | Hold |
150
| – | – | ﹤0.01% | 508 |
|
|
2024
Q4 | $4.53K | Hold |
150
| – | – | ﹤0.01% | 511 |
|
|
2024
Q3 | $5.26K | Sell |
150
-57
| -28% | -$2K | ﹤0.01% | 525 |
|
|
2024
Q2 | $6.8K | Sell |
207
-1,011
| -83% | -$33.2K | ﹤0.01% | 509 |
|
|
2024
Q1 | $46.5K | Hold |
1,218
| – | – | ﹤0.01% | 402 |
|
|
2023
Q4 | $45.2K | Hold |
1,218
| – | – | ﹤0.01% | 412 |
|
|
2023
Q3 | $40.8K | Hold |
1,218
| – | – | ﹤0.01% | 438 |
|
|
2023
Q2 | $43.2K | Buy |
1,218
+150
| +14% | +$5.33K | ﹤0.01% | 442 |
|
|
2023
Q1 | $41.3K | Hold |
1,068
| – | – | ﹤0.01% | 431 |
|
|
2022
Q4 | $43.5K | Hold |
1,068
| – | – | ﹤0.01% | 416 |
|
|
2022
Q3 | $36K | Sell |
1,068
-53
| -5% | -$1.79K | ﹤0.01% | 451 |
|
|
2022
Q2 | $43K | Sell |
1,121
-91
| -8% | -$3.49K | ﹤0.01% | 445 |
|
|
2022
Q1 | $48K | Buy |
1,212
+91
| +8% | +$3.6K | ﹤0.01% | 445 |
|
|
2021
Q4 | $40K | Sell |
1,121
-43
| -4% | -$1.53K | ﹤0.01% | 481 |
|
|
2021
Q3 | $43K | Buy |
1,164
+53
| +5% | +$1.96K | ﹤0.01% | 473 |
|
|
2021
Q2 | $45K | Buy |
+1,111
| New | +$45K | ﹤0.01% | 479 |
|
|
2021
Q1 | – | Sell |
-230
| Closed | -$8K | – | 516 |
|
|
2020
Q4 | $8K | Buy |
230
+173
| +304% | +$6.02K | ﹤0.01% | 609 |
|
|
2020
Q3 | $2K | Sell |
57
-198
| -78% | -$6.95K | ﹤0.01% | 570 |
|
|
2020
Q2 | $8K | Sell |
255
-825
| -76% | -$25.9K | ﹤0.01% | 509 |
|
|
2020
Q1 | $27K | Buy |
1,080
+825
| +324% | +$20.6K | ﹤0.01% | 435 |
|
|
2019
Q4 | $8K | Sell |
255
-412
| -62% | -$12.9K | ﹤0.01% | 589 |
|
|
2019
Q3 | $19K | Buy |
667
+380
| +132% | +$10.8K | ﹤0.01% | 523 |
|
|
2019
Q2 | $9K | Sell |
287
-435
| -60% | -$13.6K | ﹤0.01% | 567 |
|
|
2019
Q1 | $24K | Sell |
722
-304
| -30% | -$10.1K | ﹤0.01% | 501 |
|
|
2018
Q4 | $44K | Buy |
1,026
+304
| +42% | +$13K | ﹤0.01% | 427 |
|
|
2018
Q3 | $40K | Hold |
722
| – | – | ﹤0.01% | 441 |
|
|
2018
Q2 | $45K | Sell |
722
-39
| -5% | -$2.43K | ﹤0.01% | 436 |
|
|
2018
Q1 | $47K | Sell |
761
-70
| -8% | -$4.32K | ﹤0.01% | 450 |
|
|
2017
Q4 | $65K | Buy |
831
+70
| +9% | +$5.48K | ﹤0.01% | 408 |
|
|
2017
Q3 | $59K | Buy |
761
+39
| +5% | +$3.02K | ﹤0.01% | 410 |
|
|
2017
Q2 | $63K | Hold |
722
| – | – | ﹤0.01% | 399 |
|
|
2017
Q1 | $66K | Sell |
722
-41
| -5% | -$3.75K | ﹤0.01% | 390 |
|
|
2016
Q4 | $67K | Hold |
763
| – | – | ﹤0.01% | 371 |
|
|
2016
Q3 | $68K | Buy |
763
+41
| +6% | +$3.65K | ﹤0.01% | 376 |
|
|
2016
Q2 | $64K | Hold |
722
| – | – | ﹤0.01% | 373 |
|
|
2016
Q1 | $57K | Hold |
722
| – | – | ﹤0.01% | 377 |
|
|
2015
Q4 | $53K | Buy |
+722
| New | +$53K | ﹤0.01% | 412 |
|