Transamerica Financial 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 | $134K | Sell |
5,208
-190
| -4% | -$4.91K | 0.01% | 251 |
|
|
2025
Q1 | $165K | Buy |
5,398
+21
| +0.4% | +$642 | 0.02% | 233 |
|
|
2024
Q4 | $166K | Buy |
5,377
+3
| +0.1% | +$93 | 0.02% | 230 |
|
|
2024
Q3 | $189K | Sell |
5,374
-7
| -0.1% | -$246 | 0.02% | 229 |
|
|
2024
Q2 | $174K | Hold |
5,381
| – | – | 0.02% | 200 |
|
|
2024
Q1 | $199K | Sell |
5,381
-16,196
| -75% | -$599K | 0.02% | 216 |
|
|
2023
Q4 | $798K | Sell |
21,577
-6,796
| -24% | -$251K | 0.11% | 131 |
|
|
2023
Q3 | $955K | Sell |
28,373
-5,890
| -17% | -$198K | 0.13% | 134 |
|
|
2023
Q2 | $1.22M | Buy |
34,263
+5,567
| +19% | +$198K | 0.16% | 114 |
|
|
2023
Q1 | $1.11M | Buy |
28,696
+2,996
| +12% | +$116K | 0.15% | 115 |
|
|
2022
Q4 | $1.05M | Buy |
25,700
+11,302
| +78% | +$460K | 0.15% | 126 |
|
|
2022
Q3 | $481K | Sell |
14,398
-38,377
| -73% | -$1.28M | 0.07% | 161 |
|
|
2022
Q2 | $2.01M | Buy |
+52,775
| New | +$2.01M | 0.29% | 55 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 354 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 429 |
|
|
2019
Q3 | – | Sell |
-6
| Closed | -$1K | – | 341 |
|
|
2019
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 482 |
|
|
2019
Q1 | – | Sell |
-362
| Closed | -$16K | – | 304 |
|
|
2018
Q4 | $16K | Buy |
362
+33
| +10% | +$1.46K | ﹤0.01% | 265 |
|
|
2018
Q3 | $19K | Buy |
329
+319
| +3,190% | +$18.4K | ﹤0.01% | 266 |
|
|
2018
Q2 | $1K | Buy |
10
+8
| +400% | +$800 | ﹤0.01% | 422 |
|
|
2018
Q1 | $1K | Sell |
2
-7,281
| -100% | -$3.64M | ﹤0.01% | 400 |
|
|
2017
Q4 | $567K | Sell |
7,283
-80
| -1% | -$6.23K | 0.08% | 190 |
|
|
2017
Q3 | $571K | Sell |
7,363
-228
| -3% | -$17.7K | 0.07% | 183 |
|
|
2017
Q2 | $651K | Buy |
+7,591
| New | +$651K | 0.09% | 154 |
|
|
2016
Q2 | – | Sell |
-170
| Closed | -$14K | – | 558 |
|
|
2016
Q1 | $14K | Hold |
170
| – | – | ﹤0.01% | 514 |
|
|
2015
Q4 | $13K | Hold |
170
| – | – | ﹤0.01% | 569 |
|
|
2015
Q3 | $12K | Buy |
+170
| New | +$12K | ﹤0.01% | 557 |
|