Summit Trail Advisors’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 | $670K | Buy |
+25,933
| New | +$670K | 0.01% | 620 |
|
|
2024
Q4 | – | Sell |
-29,390
| Closed | -$1.03M | – | 589 |
|
|
2024
Q3 | $1.03M | Sell |
29,390
-6,446
| -18% | -$226K | 0.03% | 256 |
|
|
2024
Q2 | $1.15M | Buy |
35,836
+13,542
| +61% | +$436K | 0.03% | 221 |
|
|
2024
Q1 | $823K | Buy |
22,294
+15,454
| +226% | +$570K | 0.02% | 249 |
|
|
2023
Q4 | $253K | Buy |
+6,840
| New | +$253K | 0.01% | 438 |
|
|
2018
Q2 | – | Sell |
-5,571
| Closed | -$317K | – | 568 |
|
|
2018
Q1 | $317K | Buy |
5,571
+1,619
| +41% | +$92.1K | 0.05% | 265 |
|
|
2017
Q4 | $315K | Buy |
+3,952
| New | +$315K | 0.04% | 310 |
|