San Luis Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-24,702	Closed	-$759K	–	150
2024 Q4	$759K	Buy	24,702 +4,648	+23%	+$152K	0.14%	75
2024 Q3	$704K	Buy	20,054 +7,019	+54%	+$241K	0.15%	71
2024 Q2	$420K	Buy	+13,035	New	+$465K	0.1%	78
2023 Q3	–	Sell	-7,750	Closed	-$275K	–	113
2023 Q2	$275K	Hold	7,750	–	–	0.1%	147
2023 Q1	$300K	Buy	+7,750	New	+$307K	0.12%	135
2022 Q2	–	Sell	-5,551	Closed	-$199K	–	267
2022 Q1	$199K	Buy	+5,551	New	+$208K	0.1%	151
2021 Q4	–	Sell	-5,975	Closed	-$220K	–	121
2021 Q3	$220K	Buy	+5,975	New	+$225K	0.12%	142
2020 Q4	$550K	Buy	+15,879	New	+$516K	0.35%	71