Merit Financial 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 | $526K | Buy |
20,364
+5,768
| +40% | +$149K | 0.01% | 1078 |
|
|
2025
Q1 | $444K | Buy |
14,596
+2,023
| +16% | +$61.6K | 0.01% | 987 |
|
|
2024
Q4 | $386K | Buy |
12,573
+3,986
| +46% | +$122K | 0.01% | 821 |
|
|
2024
Q3 | $301K | Sell |
8,587
-2,844
| -25% | -$99.9K | 0.01% | 671 |
|
|
2024
Q2 | $368K | Buy |
11,431
+2,613
| +30% | +$84.2K | 0.01% | 656 |
|
|
2024
Q1 | $321K | Buy |
8,818
+996
| +13% | +$36.2K | 0.01% | 685 |
|
|
2023
Q4 | $289K | Buy |
7,822
+923
| +13% | +$34.1K | 0.01% | 633 |
|
|
2023
Q3 | $232K | Buy |
6,899
+767
| +13% | +$25.8K | 0.01% | 660 |
|
|
2023
Q2 | $218K | Buy |
6,132
+476
| +8% | +$16.9K | 0.01% | 677 |
|
|
2023
Q1 | $219K | Sell |
5,656
-482
| -8% | -$18.6K | 0.01% | 574 |
|
|
2022
Q4 | $250K | Buy |
+6,138
| New | +$250K | 0.01% | 581 |
|
|
2021
Q3 | – | Sell |
-5,086
| Closed | -$207K | – | 273 |
|
|
2021
Q2 | $207K | Buy |
+5,086
| New | +$207K | 0.02% | 254 |
|
|
2020
Q1 | – | Sell |
-8,133
| Closed | -$261K | – | 234 |
|
|
2019
Q4 | $261K | Buy |
+8,133
| New | +$261K | 0.02% | 203 |
|
|
2019
Q1 | – | Sell |
-6,015
| Closed | -$258K | – | 123 |
|
|
2018
Q4 | $258K | Buy |
6,015
+471
| +8% | +$20.2K | 0.04% | 94 |
|
|
2018
Q3 | $305K | Buy |
5,544
+64
| +1% | +$3.52K | 0.05% | 93 |
|
|
2018
Q2 | $344K | Sell |
5,480
-497
| -8% | -$31.2K | 0.06% | 80 |
|
|
2018
Q1 | $372K | Buy |
5,977
+349
| +6% | +$21.7K | 0.07% | 62 |
|
|
2017
Q4 | $437K | Buy |
+5,628
| New | +$437K | 0.09% | 49 |
|