Mayflower Financial 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 | – | Sell |
-7,521
| Closed | -$229K | – | 400 |
|
|
2025
Q1 | $229K | Buy |
7,521
+42
| +0.6% | +$1.28K | 0.03% | 356 |
|
|
2024
Q4 | $230K | Sell |
7,479
-209
| -3% | -$6.42K | 0.03% | 347 |
|
|
2024
Q3 | $270K | Buy |
7,688
+55
| +0.7% | +$1.93K | 0.04% | 307 |
|
|
2024
Q2 | $246K | Buy |
7,633
+533
| +8% | +$17.2K | 0.04% | 307 |
|
|
2024
Q1 | $262K | Sell |
7,100
-32
| -0.4% | -$1.18K | 0.04% | 296 |
|
|
2023
Q4 | $264K | Buy |
7,132
+31
| +0.4% | +$1.15K | 0.04% | 284 |
|
|
2023
Q3 | $239K | Sell |
7,101
-114
| -2% | -$3.84K | 0.04% | 286 |
|
|
2023
Q2 | $256K | Sell |
7,215
-43
| -0.6% | -$1.53K | 0.03% | 301 |
|
|
2023
Q1 | $281K | Buy |
7,258
+132
| +2% | +$5.1K | 0.04% | 279 |
|
|
2022
Q4 | $290K | Buy |
7,126
+11
| +0.2% | +$448 | 0.04% | 270 |
|
|
2022
Q3 | $237K | Buy |
7,115
+147
| +2% | +$4.9K | 0.04% | 281 |
|
|
2022
Q2 | $266K | Buy |
6,968
+40
| +0.6% | +$1.53K | 0.04% | 270 |
|
|
2022
Q1 | $273K | Sell |
6,928
-155
| -2% | -$6.11K | 0.04% | 291 |
|
|
2021
Q4 | $254K | Buy |
7,083
+39
| +0.6% | +$1.4K | 0.03% | 292 |
|
|
2021
Q3 | $259K | Buy |
7,044
+125
| +2% | +$4.6K | 0.04% | 281 |
|
|
2021
Q2 | $282K | Buy |
6,919
+200
| +3% | +$8.15K | 0.04% | 254 |
|
|
2021
Q1 | $269K | Buy |
6,719
+360
| +6% | +$14.4K | 0.04% | 240 |
|
|
2020
Q4 | $220K | Buy |
+6,359
| New | +$220K | 0.04% | 247 |
|