Mount Yale Investment 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
$8.99K Buy
+348
New +$8.99K ﹤0.01% 1154
2018
Q4
Sell
-730
Closed -$39K 545
2018
Q3
$39K Sell
730
-8,768
-92% -$468K 0.01% 654
2018
Q2
$597K Sell
9,498
-230
-2% -$14.5K 0.11% 153
2018
Q1
$606K Buy
+9,728
New +$606K 0.13% 143