Steward Partners Investment Advisory’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 | $1.56M | Buy |
60,236
+1,710
| +3% | +$44.2K | 0.01% | 808 |
|
2025
Q1 | $1.78M | Sell |
58,526
-13,294
| -19% | -$405K | 0.02% | 694 |
|
2024
Q4 | $2.21M | Buy |
71,820
+12,117
| +20% | +$372K | 0.02% | 607 |
|
2024
Q3 | $2.1M | Buy |
59,703
+1,492
| +3% | +$52.4K | 0.02% | 605 |
|
2024
Q2 | $1.88M | Sell |
58,211
-6,304
| -10% | -$203K | 0.02% | 603 |
|
2024
Q1 | $2.38M | Sell |
64,515
-2,608
| -4% | -$96.2K | 0.03% | 527 |
|
2023
Q4 | $2.48M | Buy |
67,123
+4,622
| +7% | +$171K | 0.03% | 449 |
|
2023
Q3 | $2.1M | Buy |
62,501
+4,045
| +7% | +$136K | 0.03% | 460 |
|
2023
Q2 | $2.08M | Sell |
58,456
-1,047
| -2% | -$37.2K | 0.03% | 472 |
|
2023
Q1 | $2.3M | Buy |
59,503
+1,437
| +2% | +$55.6K | 0.04% | 433 |
|
2022
Q4 | $2.36M | Buy |
58,066
+389
| +0.7% | +$15.8K | 0.04% | 414 |
|
2022
Q3 | $1.92M | Buy |
57,677
+9,402
| +19% | +$314K | 0.04% | 440 |
|
2022
Q2 | $1.84M | Buy |
48,275
+3,394
| +8% | +$129K | 0.03% | 453 |
|
2022
Q1 | $1.77M | Sell |
44,881
-164
| -0.4% | -$6.46K | 0.03% | 518 |
|
2021
Q4 | $1.62M | Buy |
45,045
+338
| +0.8% | +$12.1K | 0.02% | 556 |
|
2021
Q3 | $1.65M | Buy |
44,707
+2,961
| +7% | +$109K | 0.03% | 507 |
|
2021
Q2 | $1.7M | Sell |
41,746
-9,373
| -18% | -$382K | 0.03% | 491 |
|
2021
Q1 | $2.04M | Buy |
51,119
+6,969
| +16% | +$279K | 0.04% | 424 |
|
2020
Q4 | $1.53M | Buy |
44,150
+4,950
| +13% | +$172K | 0.03% | 432 |
|
2020
Q3 | $1.17M | Buy |
39,200
+3,196
| +9% | +$95.7K | 0.03% | 439 |
|
2020
Q2 | $1.15M | Buy |
36,004
+2,528
| +8% | +$80.6K | 0.03% | 417 |
|
2020
Q1 | $828K | Buy |
33,476
+3,043
| +10% | +$75.3K | 0.03% | 430 |
|
2019
Q4 | $977K | Buy |
30,433
+870
| +3% | +$27.9K | 0.03% | 464 |
|
2019
Q3 | $825K | Buy |
29,563
+11,393
| +63% | +$318K | 0.03% | 461 |
|
2019
Q2 | $563K | Sell |
18,170
-56
| -0.3% | -$1.74K | 0.02% | 526 |
|
2019
Q1 | $595K | Buy |
18,226
+25
| +0.1% | +$816 | 0.03% | 470 |
|
2018
Q4 | $783K | Sell |
18,201
-35,175
| -66% | -$1.51M | 0.04% | 384 |
|
2018
Q3 | $2.94M | Buy |
53,376
+22,310
| +72% | +$1.23M | 0.14% | 162 |
|
2018
Q2 | $1.95M | Buy |
31,066
+12,136
| +64% | +$763K | 0.12% | 200 |
|
2018
Q1 | $1.18M | Buy |
18,930
+921
| +5% | +$57.4K | 0.08% | 240 |
|
2017
Q4 | $1.4M | Buy |
18,009
+2,587
| +17% | +$201K | 0.11% | 199 |
|
2017
Q3 | $1.2M | Buy |
15,422
+1,327
| +9% | +$103K | 0.12% | 168 |
|
2017
Q2 | $1.21M | Buy |
14,095
+7,969
| +130% | +$682K | 0.14% | 159 |
|
2017
Q1 | $556K | Buy |
6,126
+625
| +11% | +$56.7K | 0.08% | 191 |
|
2016
Q4 | $480K | Buy |
+5,501
| New | +$480K | 0.22% | 108 |
|