Thrive Wealth 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
Q2 | $252K | Buy |
9,757
+307
| +3% | +$7.93K | 0.04% | 201 |
|
2025
Q1 | $288K | Buy |
+9,450
| New | +$288K | 0.06% | 169 |
|
2024
Q4 | – | Sell |
-10,112
| Closed | -$355K | – | 214 |
|
2024
Q3 | $355K | Buy |
+10,112
| New | +$355K | 0.07% | 153 |
|
2024
Q2 | – | Sell |
-11,567
| Closed | -$427K | – | 221 |
|
2024
Q1 | $427K | Sell |
11,567
-1,436
| -11% | -$53K | 0.09% | 123 |
|
2023
Q4 | $481K | Buy |
+13,003
| New | +$481K | 0.11% | 108 |
|
2023
Q3 | – | Sell |
-6,047
| Closed | -$215K | – | 178 |
|
2023
Q2 | $215K | Sell |
6,047
-4,669
| -44% | -$166K | 0.06% | 168 |
|
2023
Q1 | $414K | Buy |
10,716
+1,193
| +13% | +$46.1K | 0.11% | 114 |
|
2022
Q4 | $388K | Buy |
+9,523
| New | +$388K | 0.11% | 104 |
|