Plante Moran Financial 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 | $1.78K | Sell |
69
-697
| -91% | -$18K | ﹤0.01% | 673 |
|
|
2025
Q1 | $23.3K | Hold |
766
| – | – | ﹤0.01% | 462 |
|
|
2024
Q4 | $23.5K | Sell |
766
-254
| -25% | -$7.8K | ﹤0.01% | 465 |
|
|
2024
Q3 | $35.8K | Buy |
1,020
+254
| +33% | +$8.92K | ﹤0.01% | 431 |
|
|
2024
Q2 | $24.7K | Hold |
766
| – | – | ﹤0.01% | 446 |
|
|
2024
Q1 | $28.3K | Hold |
766
| – | – | ﹤0.01% | 446 |
|
|
2023
Q4 | $28.3K | Sell |
766
-183
| -19% | -$6.77K | ﹤0.01% | 398 |
|
|
2023
Q3 | $31.9K | Buy |
949
+183
| +24% | +$6.16K | ﹤0.01% | 355 |
|
|
2023
Q2 | $27.2K | Hold |
766
| – | – | ﹤0.01% | 390 |
|
|
2023
Q1 | $29.6K | Hold |
766
| – | – | ﹤0.01% | 375 |
|
|
2022
Q4 | $31.2K | Hold |
766
| – | – | ﹤0.01% | 377 |
|
|
2022
Q3 | $26K | Hold |
766
| – | – | ﹤0.01% | 406 |
|
|
2022
Q2 | $29K | Hold |
766
| – | – | ﹤0.01% | 393 |
|
|
2022
Q1 | $30K | Sell |
766
-118
| -13% | -$4.62K | 0.01% | 415 |
|
|
2021
Q4 | $32K | Buy |
884
+70
| +9% | +$2.53K | 0.01% | 450 |
|
|
2021
Q3 | $30K | Buy |
814
+48
| +6% | +$1.77K | 0.01% | 472 |
|
|
2021
Q2 | $31K | Hold |
766
| – | – | 0.01% | 467 |
|
|
2021
Q1 | $31K | Hold |
766
| – | – | 0.01% | 456 |
|
|
2020
Q4 | $27K | Sell |
766
-69
| -8% | -$2.43K | 0.01% | 461 |
|
|
2020
Q3 | $25K | Hold |
835
| – | – | 0.01% | 444 |
|
|
2020
Q2 | $27K | Sell |
835
-494
| -37% | -$16K | 0.01% | 378 |
|
|
2020
Q1 | $33K | Sell |
1,329
-70
| -5% | -$1.74K | 0.02% | 321 |
|
|
2019
Q4 | $45K | Sell |
1,399
-172
| -11% | -$5.53K | 0.02% | 336 |
|
|
2019
Q3 | $44K | Buy |
1,571
+108
| +7% | +$3.03K | 0.01% | 364 |
|
|
2019
Q2 | $45K | Hold |
1,463
| – | – | 0.01% | 356 |
|
|
2019
Q1 | $48K | Sell |
1,463
-1,243
| -46% | -$40.8K | 0.01% | 339 |
|
|
2018
Q4 | $116K | Hold |
2,706
| – | – | 0.04% | 192 |
|
|
2018
Q3 | $149K | Buy |
2,706
+69
| +3% | +$3.8K | 0.05% | 170 |
|
|
2018
Q2 | $166K | Sell |
2,637
-451
| -15% | -$28.4K | 0.08% | 181 |
|
|
2018
Q1 | $192K | Sell |
3,088
-14
| -0.5% | -$870 | 0.1% | 148 |
|
|
2017
Q4 | $241K | Sell |
3,102
-64
| -2% | -$4.97K | 0.13% | 120 |
|
|
2017
Q3 | $246K | Sell |
3,166
-51
| -2% | -$3.96K | 0.15% | 111 |
|
|
2017
Q2 | $276K | Sell |
3,217
-209
| -6% | -$17.9K | 0.17% | 98 |
|
|
2017
Q1 | $311K | Sell |
3,426
-240
| -7% | -$21.8K | 0.19% | 95 |
|
|
2016
Q4 | $320K | Buy |
3,666
+316
| +9% | +$27.6K | 0.2% | 90 |
|
|
2016
Q3 | $300K | Sell |
3,350
-11
| -0.3% | -$985 | 0.2% | 91 |
|
|
2016
Q2 | $297K | Buy |
3,361
+88
| +3% | +$7.78K | 0.22% | 86 |
|
|
2016
Q1 | $257K | Sell |
3,273
-2
| -0.1% | -$157 | 0.2% | 92 |
|
|
2015
Q4 | $238K | Buy |
+3,275
| New | +$238K | 0.18% | 96 |
|