Simon Quick 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 | $308K | Sell |
11,939
-3,722
| -24% | -$96.1K | 0.01% | 600 |
|
|
2025
Q1 | $477K | Buy |
+15,661
| New | +$477K | 0.03% | 306 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | – | – | 290 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 358 |
|
|
2021
Q4 | $0 | Sell |
3
-391
| -99% | – | ﹤0.01% | 398 |
|
|
2021
Q3 | $14K | Buy |
394
+392
| +19,600% | +$13.9K | ﹤0.01% | 335 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 461 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 461 |
|
|
2020
Q4 | $0 | Sell |
2
-1,016
| -100% | – | ﹤0.01% | 497 |
|
|
2020
Q3 | $30K | Sell |
1,018
-2,028
| -67% | -$59.8K | 0.01% | 268 |
|
|
2020
Q2 | $97K | Sell |
3,046
-65
| -2% | -$2.07K | 0.04% | 126 |
|
|
2020
Q1 | $77K | Buy |
3,111
+2,735
| +727% | +$67.7K | 0.03% | 142 |
|
|
2019
Q4 | $12K | Buy |
+376
| New | +$12K | ﹤0.01% | 378 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$28K | – | 348 |
|
|
2018
Q3 | $28K | Hold |
500
| – | – | 0.01% | 209 |
|
|
2018
Q2 | $31K | Buy |
+500
| New | +$31K | 0.01% | 218 |
|
|
2018
Q1 | – | Sell |
-653
| Closed | -$51K | – | 371 |
|
|
2017
Q4 | $51K | Buy |
653
+33
| +5% | +$2.58K | 0.02% | 225 |
|
|
2017
Q3 | $48K | Buy |
+620
| New | +$48K | 0.02% | 275 |
|