Transamerica Financial 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
2026 Q1	$91.5K	Sell	4,068 -830	-17%	-$19.5K	0.01%	545
2025 Q4	$119K	Sell	4,898 -421	-8%	-$10.5K	0.01%	431
2025 Q3	$139K	Buy	5,319 +111	+2%	+$3.02K	0.01%	370
2025 Q2	$134K	Sell	5,208 -190	-4%	-$5.27K	0.01%	251
2025 Q1	$165K	Buy	5,398 +21	+0.4%	+$628	0.02%	233
2024 Q4	$166K	Buy	5,377 +3	+0.1%	+$98	0.02%	230
2024 Q3	$189K	Sell	5,374 -7	-0.1%	-$241	0.02%	229
2024 Q2	$174K	Hold	5,381	–	–	0.02%	200
2024 Q1	$199K	Sell	5,381 -16,196	-75%	-$588K	0.02%	216
2023 Q4	$798K	Sell	21,577 -6,796	-24%	-$231K	0.11%	131
2023 Q3	$955K	Sell	28,373 -5,890	-17%	-$203K	0.13%	134
2023 Q2	$1.22M	Buy	34,263 +5,567	+19%	+$214K	0.16%	114
2023 Q1	$1.11M	Buy	28,696 +2,996	+12%	+$119K	0.15%	115
2022 Q4	$1.05M	Buy	25,700 +11,302	+78%	+$429K	0.15%	126
2022 Q3	$481K	Sell	14,398 -38,377	-73%	-$1.43M	0.07%	161
2022 Q2	$2.01M	Buy	+52,775	New	+$2.11M	0.29%	55
2020 Q3	–	Sell	-1	Closed	-$1K	–	354
2020 Q2	$1K	Buy	+1	New	+$30	﹤0.01%	429
2019 Q3	–	Sell	-6	Closed	-$1K	–	341
2019 Q2	$1K	Buy	+6	New	+$189	﹤0.01%	482
2019 Q1	–	Sell	-362	Closed	-$16K	–	304
2018 Q4	$16K	Buy	362 +33	+10%	+$1.71K	﹤0.01%	265
2018 Q3	$19K	Buy	329 +319	+3,190%	+$19.1K	﹤0.01%	266
2018 Q2	$1K	Buy	10 +8	+400%	+$475	﹤0.01%	422
2018 Q1	$1K	Sell	2 -7,281	-100%	-$521K	﹤0.01%	400
2017 Q4	$567K	Sell	7,283 -80	-1%	-$6.29K	0.08%	190
2017 Q3	$571K	Sell	7,363 -228	-3%	-$19.1K	0.07%	183
2017 Q2	$651K	Buy	+7,591	New	+$688K	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	+$12.8K	﹤0.01%	557