San Luis Wealth 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
Q1 | – | Sell |
-24,702
| Closed | -$759K | – | 150 |
|
|
2024
Q4 | $759K | Buy |
24,702
+4,648
| +23% | +$143K | 0.14% | 75 |
|
|
2024
Q3 | $704K | Buy |
20,054
+7,019
| +54% | +$246K | 0.15% | 71 |
|
|
2024
Q2 | $420K | Buy |
+13,035
| New | +$420K | 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 | +$300K | 0.12% | 135 |
|
|
2022
Q2 | – | Sell |
-5,551
| Closed | -$199K | – | 267 |
|
|
2022
Q1 | $199K | Buy |
+5,551
| New | +$199K | 0.1% | 151 |
|
|
2021
Q4 | – | Sell |
-5,975
| Closed | -$220K | – | 121 |
|
|
2021
Q3 | $220K | Buy |
+5,975
| New | +$220K | 0.12% | 142 |
|
|
2020
Q4 | $550K | Buy |
+15,879
| New | +$550K | 0.35% | 71 |
|