Summit Financial Group’s Kraft Heinz KHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$297K Sell
2023
Q4
$324K Hold
2023
Q3
$295K Hold
2023
Q2
$311K Hold
2023
Q1
$339K Hold
2022
Q4
$357K Sell
2022
Q3
$297K Sell
2022
Q2
$355K Sell
2022
Q1
$370K Hold
2021
Q4
$337K Hold
2021
Q3
$346K Hold
2021
Q2
$383K Buy
2021
Q1
$341K Buy
2018
Q3
Sell
2018
Q2
$253K Sell
2018
Q1
$256K Sell
2017
Q4
$356K Sell
2017
Q3
$428K Buy
2017
Q2
$430K Buy