Prestige Wealth Management Group’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 | $50.3K | Buy |
1,950
+108
| +6% | +$2.79K | 0.01% | 255 |
|
|
2025
Q1 | $56.1K | Buy |
1,842
+142
| +8% | +$4.32K | 0.01% | 240 |
|
|
2024
Q4 | $52.2K | Buy |
1,700
+1,369
| +414% | +$42K | 0.01% | 252 |
|
|
2024
Q3 | $11.6K | Sell |
331
-544
| -62% | -$19.1K | ﹤0.01% | 421 |
|
|
2024
Q2 | $28.2K | Sell |
875
-10,071
| -92% | -$325K | 0.01% | 281 |
|
|
2024
Q1 | $404K | Sell |
10,946
-89
| -0.8% | -$3.28K | 0.09% | 103 |
|
|
2023
Q4 | $408K | Buy |
11,035
+7,092
| +180% | +$262K | 0.09% | 95 |
|
|
2023
Q3 | $133K | Buy |
3,943
+1,300
| +49% | +$43.7K | 0.03% | 164 |
|
|
2023
Q2 | $93.8K | Sell |
2,643
-4,575
| -63% | -$162K | 0.02% | 208 |
|
|
2023
Q1 | $279K | Buy |
7,218
+4,451
| +161% | +$172K | 0.07% | 129 |
|
|
2022
Q4 | $113K | Sell |
2,767
-7,991
| -74% | -$325K | 0.03% | 179 |
|
|
2022
Q3 | $359K | Buy |
10,758
+426
| +4% | +$14.2K | 0.1% | 100 |
|
|
2022
Q2 | $394K | Buy |
10,332
+7,257
| +236% | +$277K | 0.11% | 87 |
|
|
2022
Q1 | $121K | Buy |
3,075
+400
| +15% | +$15.7K | 0.03% | 174 |
|
|
2021
Q4 | $96K | Buy |
2,675
+750
| +39% | +$26.9K | 0.02% | 200 |
|
|
2021
Q3 | $71K | Buy |
1,925
+1,741
| +946% | +$64.2K | 0.02% | 223 |
|
|
2021
Q2 | $7K | Hold |
184
| – | – | ﹤0.01% | 559 |
|
|
2021
Q1 | $7K | Buy |
184
+9
| +5% | +$342 | ﹤0.01% | 552 |
|
|
2020
Q4 | $6K | Hold |
175
| – | – | ﹤0.01% | 541 |
|
|
2020
Q3 | $5K | Hold |
175
| – | – | ﹤0.01% | 537 |
|
|
2020
Q2 | $6K | Hold |
175
| – | – | ﹤0.01% | 499 |
|
|
2020
Q1 | $4K | Hold |
175
| – | – | ﹤0.01% | 532 |
|
|
2019
Q4 | $6K | Sell |
175
-14
| -7% | -$480 | ﹤0.01% | 410 |
|
|
2019
Q3 | $5K | Buy |
189
+17
| +10% | +$450 | ﹤0.01% | 422 |
|
|
2019
Q2 | $5K | Hold |
172
| – | – | ﹤0.01% | 402 |
|
|
2019
Q1 | $6K | Sell |
172
-49
| -22% | -$1.71K | ﹤0.01% | 385 |
|
|
2018
Q4 | $10K | Buy |
+221
| New | +$10K | 0.01% | 431 |
|