Sittner & Nelson’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 | $143K | Buy |
5,550
+550
| +11% | +$14.2K | 0.06% | 166 |
|
2025
Q1 | $152K | Buy |
+5,000
| New | +$152K | 0.06% | 158 |
|
2024
Q4 | – | Sell |
-3,000
| Closed | -$105K | – | 497 |
|
2024
Q3 | $105K | Buy |
+3,000
| New | +$105K | 0.05% | 175 |
|
2023
Q2 | – | Sell |
-3,661
| Closed | -$142K | – | 505 |
|
2023
Q1 | $142K | Hold |
3,661
| – | – | 0.08% | 142 |
|
2022
Q4 | $149K | Buy |
3,661
+3
| +0.1% | +$122 | 0.09% | 137 |
|
2022
Q3 | $122K | Buy |
3,658
+1,004
| +38% | +$33.5K | 0.08% | 140 |
|
2022
Q2 | $101K | Buy |
2,654
+1,588
| +149% | +$60.4K | 0.07% | 144 |
|
2022
Q1 | $42K | Buy |
1,066
+1,000
| +1,515% | +$39.4K | 0.02% | 224 |
|
2021
Q4 | $2K | Hold |
66
| – | – | ﹤0.01% | 413 |
|
2021
Q3 | $2K | Hold |
66
| – | – | ﹤0.01% | 383 |
|
2021
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 354 |
|
2021
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 356 |
|
2020
Q4 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 386 |
|