Mather Group’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 | – | Sell |
-2,473
| Closed | -$75.3K | – | 1201 |
|
|
2025
Q1 | $75.3K | Sell |
2,473
-3,778
| -60% | -$115K | ﹤0.01% | 821 |
|
|
2024
Q4 | $192K | Sell |
6,251
-813
| -12% | -$25K | ﹤0.01% | 578 |
|
|
2024
Q3 | $248K | Buy |
7,064
+3,238
| +85% | +$114K | ﹤0.01% | 511 |
|
|
2024
Q2 | $141K | Buy |
3,826
+719
| +23% | +$26.5K | ﹤0.01% | 705 |
|
|
2024
Q1 | $115K | Buy |
+3,107
| New | +$115K | ﹤0.01% | 667 |
|