SWM
SeaCrest Wealth Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,059
| Closed | -$245K | – | 661 |
|
|
2025
Q1 | $245K | Buy |
8,059
+676
| +9% | +$20.6K | 0.03% | 556 |
|
|
2024
Q4 | $227K | Buy |
7,383
+183
| +3% | +$5.62K | 0.02% | 583 |
|
|
2024
Q3 | $253K | Sell |
7,200
-206
| -3% | -$7.23K | 0.03% | 548 |
|
|
2024
Q2 | $239K | Buy |
7,406
+122
| +2% | +$3.93K | 0.03% | 530 |
|
|
2024
Q1 | $269K | Sell |
7,284
-2,083
| -22% | -$76.9K | 0.03% | 483 |
|
|
2023
Q4 | $355K | Sell |
9,367
-519
| -5% | -$19.7K | 0.04% | 404 |
|
|
2023
Q3 | $333K | Sell |
9,886
-19,476
| -66% | -$655K | 0.04% | 428 |
|
|
2023
Q2 | $1.04M | Buy |
29,362
+443
| +2% | +$15.7K | 0.13% | 159 |
|
|
2023
Q1 | $1.12M | Buy |
28,919
+117
| +0.4% | +$4.52K | 0.15% | 143 |
|
|
2022
Q4 | $1.17M | Buy |
28,802
+643
| +2% | +$26.2K | 0.17% | 138 |
|
|
2022
Q3 | $939K | Sell |
28,159
-315
| -1% | -$10.5K | 0.14% | 157 |
|
|
2022
Q2 | $1.09M | Buy |
28,474
+1,405
| +5% | +$53.6K | 0.14% | 159 |
|
|
2022
Q1 | $1.07M | Buy |
27,069
+86
| +0.3% | +$3.39K | 0.12% | 180 |
|
|
2021
Q4 | $969K | Sell |
26,983
-50
| -0.2% | -$1.8K | 0.11% | 189 |
|
|
2021
Q3 | $995K | Buy |
27,033
+823
| +3% | +$30.3K | 0.12% | 185 |
|
|
2021
Q2 | $1.07M | Buy |
26,210
+1,711
| +7% | +$69.8K | 0.13% | 171 |
|
|
2021
Q1 | $980K | Buy |
24,499
+2,036
| +9% | +$81.4K | 0.13% | 179 |
|
|
2020
Q4 | $779K | Sell |
22,463
-318
| -1% | -$11K | 0.11% | 206 |
|
|
2020
Q3 | $682K | Buy |
22,781
+2,207
| +11% | +$66.1K | 0.11% | 210 |
|
|
2020
Q2 | $656K | Buy |
+20,574
| New | +$656K | 0.11% | 206 |
|
|
2019
Q3 | – | Sell |
-8,723
| Closed | -$271K | – | 552 |
|
|
2019
Q2 | $271K | Sell |
8,723
-740
| -8% | -$23K | 0.06% | 402 |
|
|
2019
Q1 | $309K | Buy |
9,463
+1,975
| +26% | +$64.5K | 0.05% | 353 |
|
|
2018
Q4 | $322K | Sell |
7,488
-611
| -8% | -$26.3K | 0.07% | 307 |
|
|
2018
Q3 | $446K | Sell |
8,099
-1,813
| -18% | -$99.8K | 0.08% | 284 |
|
|
2018
Q2 | $623K | Sell |
9,912
-345
| -3% | -$21.7K | 0.11% | 194 |
|
|
2018
Q1 | $639K | Sell |
10,257
-360
| -3% | -$22.4K | 0.12% | 183 |
|
|
2017
Q4 | $826K | Buy |
+10,617
| New | +$826K | 0.15% | 133 |
|