OneDigital 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 | $663K | Buy |
25,678
+460
| +2% | +$11.9K | 0.01% | 795 |
|
|
2025
Q1 | $767K | Buy |
25,218
+6,416
| +34% | +$195K | 0.01% | 697 |
|
|
2024
Q4 | $577K | Sell |
18,802
-2,677
| -12% | -$82.2K | 0.01% | 831 |
|
|
2024
Q3 | $754K | Buy |
21,479
+4,769
| +29% | +$167K | 0.01% | 765 |
|
|
2024
Q2 | $538K | Buy |
16,710
+1,147
| +7% | +$37K | 0.01% | 870 |
|
|
2024
Q1 | $574K | Buy |
15,563
+599
| +4% | +$22.1K | 0.01% | 691 |
|
|
2023
Q4 | $553K | Sell |
14,964
-161
| -1% | -$5.95K | 0.01% | 677 |
|
|
2023
Q3 | $509K | Buy |
15,125
+809
| +6% | +$27.2K | 0.01% | 637 |
|
|
2023
Q2 | $508K | Sell |
14,316
-468
| -3% | -$16.6K | 0.01% | 635 |
|
|
2023
Q1 | $572K | Sell |
14,784
-110
| -0.7% | -$4.25K | 0.01% | 570 |
|
|
2022
Q4 | $606K | Buy |
+14,894
| New | +$606K | 0.02% | 472 |
|
|
2019
Q3 | – | Sell |
-1,009
| Closed | -$31K | – | 836 |
|
|
2019
Q2 | $31K | Buy |
1,009
+138
| +16% | +$4.24K | ﹤0.01% | 675 |
|
|
2019
Q1 | $28K | Buy |
871
+7
| +0.8% | +$225 | ﹤0.01% | 634 |
|
|
2018
Q4 | $37K | Sell |
864
-1,920
| -69% | -$82.2K | 0.01% | 514 |
|
|
2018
Q3 | $153K | Buy |
2,784
+160
| +6% | +$8.79K | 0.04% | 216 |
|
|
2018
Q2 | $165K | Sell |
2,624
-687
| -21% | -$43.2K | 0.03% | 247 |
|
|
2018
Q1 | $196K | Buy |
3,311
+349
| +12% | +$20.7K | 0.04% | 229 |
|
|
2017
Q4 | $230K | Buy |
2,962
+1,632
| +123% | +$127K | 0.03% | 211 |
|
|
2017
Q3 | $103K | Sell |
1,330
-118
| -8% | -$9.14K | 0.04% | 230 |
|
|
2017
Q2 | $124K | Buy |
+1,448
| New | +$124K | 0.04% | 272 |
|