SOA Wealth Advisors’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41K | Buy |
93
+40
| +75% | +$1.04K | ﹤0.01% | 697 |
|
|
2025
Q1 | $1.63K | Sell |
53
-100
| -65% | -$3.07K | ﹤0.01% | 719 |
|
|
2024
Q4 | $4.71K | Buy |
153
+96
| +168% | +$2.95K | ﹤0.01% | 625 |
|
|
2024
Q3 | $2.02K | Hold |
57
| – | – | ﹤0.01% | 668 |
|
|
2024
Q2 | $1.84K | Hold |
57
| – | – | ﹤0.01% | 682 |
|
|
2024
Q1 | $2.09K | Buy |
57
+1
| +2% | +$37 | ﹤0.01% | 705 |
|
|
2023
Q4 | $2.09K | Hold |
56
| – | – | ﹤0.01% | 694 |
|
|
2023
Q3 | $1.89K | Hold |
56
| – | – | ﹤0.01% | 723 |
|
|
2023
Q2 | $1.98K | Hold |
56
| – | – | ﹤0.01% | 725 |
|
|
2023
Q1 | $2.15K | Buy |
56
+1
| +2% | +$38 | ﹤0.01% | 718 |
|
|
2022
Q4 | $2.26K | Hold |
55
| – | – | ﹤0.01% | 722 |
|
|
2022
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 779 |
|
|
2022
Q2 | $2K | Sell |
55
-24
| -30% | -$873 | ﹤0.01% | 703 |
|
|
2022
Q1 | $3K | Hold |
79
| – | – | ﹤0.01% | 751 |
|
|
2021
Q4 | $2K | Sell |
79
-53
| -40% | -$1.34K | ﹤0.01% | 779 |
|
|
2021
Q3 | $4K | Buy |
132
+1
| +0.8% | +$30 | ﹤0.01% | 711 |
|
|
2021
Q2 | $5K | Buy |
131
+6
| +5% | +$229 | ﹤0.01% | 671 |
|
|
2021
Q1 | $5K | Buy |
125
+9
| +8% | +$360 | ﹤0.01% | 622 |
|
|
2020
Q4 | $3K | Buy |
+116
| New | +$3K | ﹤0.01% | 666 |
|