Summit Financial’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 | $662K | Buy |
25,642
+11,152
| +77% | +$288K | 0.02% | 506 |
|
|
2025
Q1 | $441K | Buy |
+14,490
| New | +$441K | 0.01% | 539 |
|
|
2022
Q4 | – | Sell |
-6,797
| Closed | -$227K | – | 261 |
|
|
2022
Q3 | $227K | Buy |
6,797
+1,274
| +23% | +$42.5K | 0.02% | 232 |
|
|
2022
Q2 | $211K | Sell |
5,523
-1,039
| -16% | -$39.6K | 0.02% | 224 |
|
|
2022
Q1 | $258K | Buy |
+6,562
| New | +$258K | 0.02% | 224 |
|