Synergy Asset Management’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-612
| Closed | -$21.5K | – | 496 |
|
|
2024
Q4 | $21.5K | Buy |
+612
| New | +$21.5K | ﹤0.01% | 357 |
|
|
2024
Q2 | – | Sell |
-75,653
| Closed | -$2.79M | – | 158 |
|
|
2024
Q1 | $2.79M | Sell |
75,653
-20,227
| -21% | -$746K | 0.47% | 59 |
|
|
2023
Q4 | $3.55M | Sell |
95,880
-8,622
| -8% | -$319K | 0.64% | 39 |
|
|
2023
Q3 | $3.52M | Buy |
104,502
+3,088
| +3% | +$104K | 0.7% | 39 |
|
|
2023
Q2 | $3.6M | Buy |
+101,414
| New | +$3.6M | 0.89% | 40 |
|