Strategic Wealth Partners’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 | $89K | Buy |
+3,447
| New | +$89K | 0.01% | 407 |
|
|
2024
Q3 | – | Sell |
-13,985
| Closed | -$451K | – | 298 |
|
|
2024
Q2 | $451K | Buy |
+13,985
| New | +$451K | 0.05% | 209 |
|
|
2019
Q4 | – | Sell |
-628
| Closed | -$17 | – | 328 |
|
|
2019
Q3 | $17 | Hold |
628
| – | – | ﹤0.01% | 418 |
|
|
2019
Q2 | $19K | Buy |
628
+350
| +126% | +$10.6K | 0.01% | 366 |
|
|
2019
Q1 | $9K | Hold |
278
| – | – | ﹤0.01% | 575 |
|
|
2018
Q4 | $13K | Hold |
278
| – | – | 0.01% | 416 |
|
|
2018
Q3 | $15K | Hold |
278
| – | – | 0.01% | 397 |
|
|
2018
Q2 | $17K | Sell |
278
-99
| -26% | -$6.05K | 0.01% | 432 |
|
|
2018
Q1 | $23K | Hold |
377
| – | – | 0.01% | 331 |
|
|
2017
Q4 | $30K | Buy |
+377
| New | +$30K | 0.02% | 269 |
|