Pin Oak 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 | $7K | Hold |
245
| – | – | 0.01% | 356 |
|
|
2025
Q1 | $7K | Sell |
245
-760
| -76% | -$21.7K | 0.01% | 349 |
|
|
2024
Q4 | $35K | Hold |
1,005
| – | – | 0.03% | 216 |
|
|
2024
Q3 | $35K | Sell |
1,005
-1,063
| -51% | -$37K | 0.03% | 217 |
|
|
2024
Q2 | $67K | Sell |
2,068
-1,777
| -46% | -$57.6K | 0.06% | 150 |
|
|
2024
Q1 | $142K | Sell |
3,845
-475
| -11% | -$17.5K | 0.14% | 111 |
|
|
2023
Q4 | $160K | Sell |
4,320
-3,020
| -41% | -$112K | 0.16% | 98 |
|
|
2023
Q3 | $247K | Hold |
7,340
| – | – | 0.28% | 61 |
|
|
2023
Q2 | $261K | Hold |
7,340
| – | – | 0.29% | 56 |
|
|
2023
Q1 | $284K | Hold |
7,340
| – | – | 0.35% | 50 |
|
|
2022
Q4 | $299K | Hold |
7,340
| – | – | 0.37% | 47 |
|
|
2022
Q3 | $245K | Hold |
7,340
| – | – | 0.31% | 54 |
|
|
2022
Q2 | $280K | Hold |
7,340
| – | – | 0.34% | 50 |
|
|
2022
Q1 | $289K | Hold |
7,340
| – | – | 0.31% | 56 |
|
|
2021
Q4 | $264K | Hold |
7,340
| – | – | 0.27% | 66 |
|
|
2021
Q3 | $270K | Hold |
7,340
| – | – | 0.3% | 58 |
|
|
2021
Q2 | $299K | Buy |
7,340
+6,580
| +866% | +$268K | 0.3% | 59 |
|
|
2021
Q1 | $30K | Buy |
+760
| New | +$30K | 0.03% | 209 |
|
|
2019
Q1 | – | Sell |
-265
| Closed | -$11K | – | 432 |
|
|
2018
Q4 | $11K | Sell |
265
-128
| -33% | -$5.31K | 0.01% | 309 |
|
|
2018
Q3 | $22K | Buy |
393
+1
| +0.3% | +$56 | 0.02% | 249 |
|
|
2018
Q2 | $25K | Buy |
392
+127
| +48% | +$8.1K | 0.02% | 250 |
|
|
2018
Q1 | $17K | Sell |
265
-100
| -27% | -$6.42K | 0.01% | 286 |
|
|
2017
Q4 | $28K | Buy |
+365
| New | +$28K | 0.02% | 248 |
|