Sequoia Financial 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
Q2
$1.44M Buy
55,797
+30,654
+122% +$791K 0.01% 563
2025
Q1
$765K Sell
25,143
-5,463
-18% -$166K 0.01% 710
2024
Q4
$940K Buy
30,606
+5,394
+21% +$166K 0.01% 592
2024
Q3
$885K Buy
25,212
+2,446
+11% +$85.9K 0.01% 576
2024
Q2
$734K Sell
22,766
-7,321
-24% -$236K 0.01% 567
2024
Q1
$1.11M Sell
30,087
-588,257
-95% -$21.7M 0.01% 447
2023
Q4
$22.9M Buy
618,344
+56,913
+10% +$2.1M 0.28% 74
2023
Q3
$18.9M Buy
561,431
+421,043
+300% +$14.2M 0.33% 61
2023
Q2
$4.98M Buy
140,388
+132,023
+1,578% +$4.69M 0.09% 161
2023
Q1
$323K Sell
8,365
-71
-0.8% -$2.75K 0.01% 597
2022
Q4
$343K Buy
8,436
+1,922
+30% +$78.2K 0.01% 541
2022
Q3
$217K Buy
6,514
+326
+5% +$10.9K 0.01% 470
2022
Q2
$236K Sell
6,188
-1,232
-17% -$47K 0.01% 507
2022
Q1
$293K Buy
+7,420
New +$293K 0.01% 507
2019
Q3
Sell
-9,538
Closed -$296K 372
2019
Q2
$296K Sell
9,538
-1,084
-10% -$33.6K 0.02% 281
2019
Q1
$347K Buy
+10,622
New +$347K 0.03% 250