Optimum Investment Advisors’s Kraft Heinz KHC Stock Holding History

Optimum Investment Advisors’s Portfolio KHC Stock Details KHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$85.2K	Hold	3,300	–	–	0.04%	276
2025 Q1	$100K	Sell	3,300 -1,000	-23%	-$30.4K	0.05%	244
2024 Q4	$132K	Hold	4,300	–	–	0.06%	222
2024 Q3	$151K	Hold	4,300	–	–	0.07%	217
2024 Q2	$139K	Sell	4,300 -1,250	-23%	-$40.3K	0.06%	220
2024 Q1	$205K	Hold	5,550	–	–	0.09%	189
2023 Q4	$205K	Sell	5,550 -3	-0.1%	-$111	0.1%	183
2023 Q3	$187K	Buy	5,553 +3	+0.1%	+$101	0.1%	186
2023 Q2	$197K	Hold	5,550	–	–	0.1%	187
2023 Q1	$215K	Hold	5,550	–	–	0.11%	170
2022 Q4	$226K	Hold	5,550	–	–	0.12%	173
2022 Q3	$185K	Hold	5,550	–	–	0.1%	188
2022 Q2	$212K	Hold	5,550	–	–	0.11%	179
2022 Q1	$219K	Sell	5,550 -200	-3%	-$7.89K	0.09%	196
2021 Q4	$206K	Buy	5,750 +1,000	+21%	+$35.8K	0.08%	214
2021 Q3	$175K	Sell	4,750 -700	-13%	-$25.8K	0.07%	240
2021 Q2	$222K	Hold	5,450	–	–	0.07%	244
2021 Q1	$218K	Hold	5,450	–	–	0.06%	249
2020 Q4	$189K	Hold	5,450	–	–	0.06%	255
2020 Q3	$163K	Hold	5,450	–	–	0.05%	258
2020 Q2	$174K	Hold	5,450	–	–	0.06%	253
2020 Q1	$135K	Buy	5,450 +600	+12%	+$14.9K	0.06%	264
2019 Q4	$156K	Buy	4,850 +2,750	+131%	+$88.5K	0.05%	314
2019 Q3	$59K	Hold	2,100	–	–	0.02%	482
2019 Q2	$65K	Sell	2,100 -500	-19%	-$15.5K	0.02%	456
2019 Q1	$85K	Sell	2,600 -1	-0%	-$33	0.03%	404
2018 Q4	$112K	Hold	2,601	–	–	0.04%	344
2018 Q3	$143K	Buy	2,601 +167	+7%	+$9.18K	0.04%	347
2018 Q2	$153K	Hold	2,434	–	–	0.04%	335
2018 Q1	$152K	Buy	+2,434	New	+$152K	0.04%	331
2017 Q3	–	Sell	-3,159	Closed	-$271K	–	303
2017 Q2	$271K	Sell	3,159 -93	-3%	-$7.98K	0.09%	237
2017 Q1	$295K	Sell	3,252 -399	-11%	-$36.2K	0.1%	222
2016 Q4	$319K	Buy	3,651 +200	+6%	+$17.5K	0.12%	208
2016 Q3	$309K	Sell	3,451 -400	-10%	-$35.8K	0.12%	213
2016 Q2	$341K	Sell	3,851 -100	-3%	-$8.86K	0.13%	193
2016 Q1	$310K	Buy	3,951 +699	+21%	+$54.8K	0.12%	198
2015 Q4	$237K	Hold	3,252	–	–	0.09%	236
2015 Q3	$230K	Buy	+3,252	New	+$230K	0.09%	235