Optimum Investment Advisors’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
Q3 | $80.7K | Sell |
|
|||||
|
2025
Q2 | $85.2K | Hold |
|
|||||
|
2025
Q1 | $100K | Sell |
|
|||||
|
2024
Q4 | $132K | Hold |
|
|||||
|
2024
Q3 | $151K | Hold |
|
|||||
|
2024
Q2 | $139K | Sell |
|
|||||
|
2024
Q1 | $205K | Hold |
|
|||||
|
2023
Q4 | $205K | Sell |
|
|||||
|
2023
Q3 | $187K | Buy |
|
|||||
|
2023
Q2 | $197K | Hold |
|
|||||
|
2023
Q1 | $215K | Hold |
|
|||||
|
2022
Q4 | $226K | Hold |
|
|||||
|
2022
Q3 | $185K | Hold |
|
|||||
|
2022
Q2 | $212K | Hold |
|
|||||
|
2022
Q1 | $219K | Sell |
|
|||||
|
2021
Q4 | $206K | Buy |
|
|||||
|
2021
Q3 | $175K | Sell |
|
|||||
|
2021
Q2 | $222K | Hold |
|
|||||
|
2021
Q1 | $218K | Hold |
|
|||||
|
2020
Q4 | $189K | Hold |
|
|||||
|
2020
Q3 | $163K | Hold |
|
|||||
|
2020
Q2 | $174K | Hold |
|
|||||
|
2020
Q1 | $135K | Buy |
|
|||||
|
2019
Q4 | $156K | Buy |
|
|||||
|
2019
Q3 | $59K | Hold |
|
|||||
|
2019
Q2 | $65K | Sell |
|
|||||
|
2019
Q1 | $85K | Sell |
|
|||||
|
2018
Q4 | $112K | Hold |
|
|||||
|
2018
Q3 | $143K | Buy |
|
|||||
|
2018
Q2 | $153K | Hold |
|
|||||
|
2018
Q1 | $152K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $271K | Sell |
|
|||||
|
2017
Q1 | $295K | Sell |
|
|||||
|
2016
Q4 | $319K | Buy |
|
|||||
|
2016
Q3 | $309K | Sell |
|
|||||
|
2016
Q2 | $341K | Sell |
|
|||||
|
2016
Q1 | $310K | Buy |
|
|||||
|
2015
Q4 | $237K | Hold |
|
|||||
|
2015
Q3 | $230K | Buy |
|