Summit Trail Advisors’s Kraft Heinz KHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$670K Buy
2024
Q4
Sell
2024
Q3
$1.03M Sell
2024
Q2
$1.15M Buy
2024
Q1
$823K Buy
2023
Q4
$253K Buy
2018
Q2
Sell
2018
Q1
$317K Buy
2017
Q4
$315K Buy