S.A. Mason’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-633
| Closed | -$19.4K | – | 351 |
|
|
2024
Q4 | $19.4K | Hold |
633
| – | – | 0.01% | 317 |
|
|
2024
Q3 | $22.2K | Hold |
633
| – | – | 0.01% | 299 |
|
|
2024
Q2 | $20.4K | Hold |
633
| – | – | 0.01% | 294 |
|
|
2024
Q1 | $23.4K | Hold |
633
| – | – | 0.01% | 284 |
|
|
2023
Q4 | $23.4K | Buy |
+633
| New | +$23.4K | 0.02% | 276 |
|
|
2021
Q1 | – | Sell |
-600
| Closed | -$21K | – | 313 |
|
|
2020
Q4 | $21K | Sell |
600
-200
| -25% | -$7K | 0.02% | 265 |
|
|
2020
Q3 | $24K | Hold |
800
| – | – | 0.02% | 241 |
|
|
2020
Q2 | $26K | Hold |
800
| – | – | 0.03% | 242 |
|
|
2020
Q1 | $20K | Sell |
800
-600
| -43% | -$15K | 0.02% | 271 |
|
|
2019
Q4 | $45K | Buy |
+1,400
| New | +$45K | 0.04% | 234 |
|