Moody Lynn & Lieberson’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $390K | Sell |
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|
2024
Q4 | $411K | Buy |
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|
2024
Q3 | $466K | Hold |
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|
2024
Q2 | $427K | Hold |
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|
2024
Q1 | $490K | Sell |
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|
2023
Q4 | $493K | Buy |
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|
2023
Q3 | $446K | Sell |
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|
2023
Q2 | $473K | Sell |
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|
2023
Q1 | $525K | Buy |
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|
2022
Q4 | $545K | Sell |
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|
2022
Q3 | $462K | Hold |
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|
2022
Q2 | $528K | Hold |
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|
2022
Q1 | $545K | Buy |
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|
2021
Q4 | $492K | Buy |
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|
2021
Q3 | $501K | Hold |
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|
2021
Q2 | $555K | Hold |
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|
2021
Q1 | $544K | Buy |
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|
2020
Q4 | $469K | Buy |
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|
2020
Q3 | $387K | Sell |
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|
2020
Q2 | $428K | Buy |
|