Secure Asset Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-53,045
| Closed | -$1.63M | – | 333 |
|
|
2024
Q4 | $1.63M | Buy |
53,045
+6,221
| +13% | +$191K | 0.25% | 100 |
|
|
2024
Q3 | $1.64M | Buy |
46,824
+5,233
| +13% | +$184K | 0.28% | 89 |
|
|
2024
Q2 | $1.34M | Buy |
41,591
+1,124
| +3% | +$36.2K | 0.25% | 100 |
|
|
2024
Q1 | $1.49M | Buy |
40,467
+5,185
| +15% | +$191K | 0.35% | 63 |
|
|
2023
Q4 | $1.3M | Sell |
35,282
-181
| -0.5% | -$6.69K | 0.35% | 70 |
|
|
2023
Q3 | $1.19M | Buy |
+35,463
| New | +$1.19M | 0.36% | 66 |
|
|
2021
Q2 | – | Sell |
-5,450
| Closed | -$218K | – | 199 |
|
|
2021
Q1 | $218K | Sell |
5,450
-2,272
| -29% | -$90.9K | 0.12% | 162 |
|
|
2020
Q4 | $268K | Buy |
+7,722
| New | +$268K | 0.16% | 121 |
|
|
2020
Q2 | – | Sell |
-12,961
| Closed | -$321K | – | 159 |
|
|
2020
Q1 | $321K | Sell |
12,961
-4,924
| -28% | -$122K | 0.35% | 70 |
|
|
2019
Q4 | $575K | Buy |
+17,885
| New | +$575K | 0.41% | 65 |
|