McKinley Carter Wealth Services’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,978
| Closed | -$214K | – | 300 |
|
|
2024
Q4 | $214K | Sell |
6,978
-91
| -1% | -$2.8K | 0.01% | 280 |
|
|
2024
Q3 | $248K | Sell |
7,069
-3,322
| -32% | -$117K | 0.02% | 275 |
|
|
2024
Q2 | $335K | Sell |
10,391
-138
| -1% | -$4.45K | 0.02% | 243 |
|
|
2024
Q1 | $389K | Buy |
10,529
+9
| +0.1% | +$332 | 0.03% | 230 |
|
|
2023
Q4 | $389K | Hold |
10,520
| – | – | 0.03% | 227 |
|
|
2023
Q3 | $354K | Buy |
10,520
+138
| +1% | +$4.64K | 0.03% | 231 |
|
|
2023
Q2 | $369K | Hold |
10,382
| – | – | 0.03% | 235 |
|
|
2023
Q1 | $401K | Sell |
10,382
-250
| -2% | -$9.67K | 0.03% | 224 |
|
|
2022
Q4 | $433K | Buy |
+10,632
| New | +$433K | 0.04% | 215 |
|
|
2018
Q4 | – | Sell |
-3,933
| Closed | -$217K | – | 152 |
|
|
2018
Q3 | $217K | Buy |
3,933
+15
| +0.4% | +$828 | 0.06% | 152 |
|
|
2018
Q2 | $246K | Hold |
3,918
| – | – | 0.08% | 146 |
|
|
2018
Q1 | $244K | Hold |
3,918
| – | – | 0.08% | 145 |
|
|
2017
Q4 | $305K | Sell |
3,918
-553
| -12% | -$43K | 0.1% | 125 |
|
|
2017
Q3 | $347K | Hold |
4,471
| – | – | 0.13% | 110 |
|
|
2017
Q2 | $383K | Hold |
4,471
| – | – | 0.17% | 88 |
|
|
2017
Q1 | $406K | Hold |
4,471
| – | – | 0.19% | 81 |
|
|
2016
Q4 | $390K | Hold |
4,471
| – | – | 0.2% | 82 |
|
|
2016
Q3 | $400K | Sell |
4,471
-450
| -9% | -$40.3K | 0.21% | 79 |
|
|
2016
Q2 | $435K | Hold |
4,921
| – | – | 0.23% | 78 |
|
|
2016
Q1 | $387K | Hold |
4,921
| – | – | 0.21% | 85 |
|
|
2015
Q4 | $358K | Hold |
4,921
| – | – | 0.21% | 83 |
|
|
2015
Q3 | $347K | Buy |
+4,921
| New | +$347K | 0.22% | 78 |
|