United Capital 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 | $312K | Sell |
12,102
-3,580
| -23% | -$92.4K | ﹤0.01% | 901 |
|
2025
Q1 | $477K | Sell |
15,682
-6,330
| -29% | -$193K | ﹤0.01% | 749 |
|
2024
Q4 | $676K | Buy |
22,012
+11,436
| +108% | +$351K | 0.01% | 645 |
|
2024
Q3 | $371K | Sell |
10,576
-1,954
| -16% | -$68.6K | ﹤0.01% | 811 |
|
2024
Q2 | $404K | Sell |
12,530
-31,293
| -71% | -$1.01M | ﹤0.01% | 761 |
|
2024
Q1 | $1.62M | Sell |
43,823
-3,988
| -8% | -$147K | 0.01% | 466 |
|
2023
Q4 | $1.77M | Sell |
47,811
-64,632
| -57% | -$2.39M | 0.01% | 436 |
|
2023
Q3 | $3.78M | Sell |
112,443
-3,331
| -3% | -$112K | 0.02% | 336 |
|
2023
Q2 | $4.11M | Sell |
115,774
-6,887
| -6% | -$244K | 0.02% | 342 |
|
2023
Q1 | $4.74M | Buy |
122,661
+7,962
| +7% | +$308K | 0.03% | 321 |
|
2022
Q4 | $4.67M | Buy |
114,699
+4,136
| +4% | +$168K | 0.03% | 336 |
|
2022
Q3 | $3.69M | Sell |
110,563
-8,236
| -7% | -$275K | 0.02% | 374 |
|
2022
Q2 | $4.53M | Sell |
118,799
-3,265
| -3% | -$125K | 0.02% | 350 |
|
2022
Q1 | $4.81M | Sell |
122,064
-169
| -0.1% | -$6.66K | 0.02% | 371 |
|
2021
Q4 | $4.39M | Buy |
122,233
+2,837
| +2% | +$102K | 0.02% | 389 |
|
2021
Q3 | $4.4M | Sell |
119,396
-8,540
| -7% | -$314K | 0.02% | 391 |
|
2021
Q2 | $5.22M | Sell |
127,936
-3,179
| -2% | -$130K | 0.03% | 371 |
|
2021
Q1 | $5.25M | Buy |
131,115
+13,611
| +12% | +$544K | 0.03% | 353 |
|
2020
Q4 | $4.07M | Buy |
117,504
+51,186
| +77% | +$1.77M | 0.02% | 386 |
|
2020
Q3 | $1.99M | Buy |
66,318
+4,857
| +8% | +$145K | 0.01% | 496 |
|
2020
Q2 | $1.96M | Sell |
61,461
-886
| -1% | -$28.3K | 0.01% | 517 |
|
2020
Q1 | $1.54M | Buy |
62,347
+7,862
| +14% | +$194K | 0.01% | 545 |
|
2019
Q4 | $1.75M | Sell |
54,485
-8,628
| -14% | -$277K | 0.01% | 626 |
|
2019
Q3 | $1.76M | Sell |
63,113
-7,046
| -10% | -$197K | 0.01% | 610 |
|
2019
Q2 | $2.18M | Buy |
70,159
+145
| +0.2% | +$4.5K | 0.01% | 594 |
|
2019
Q1 | $2.29M | Sell |
70,014
-22,355
| -24% | -$730K | 0.02% | 562 |
|
2018
Q4 | $4.03M | Sell |
92,369
-9,742
| -10% | -$425K | 0.03% | 416 |
|
2018
Q3 | $5.63M | Sell |
102,111
-484
| -0.5% | -$26.7K | 0.04% | 411 |
|
2018
Q2 | $6.45M | Sell |
102,595
-2,190
| -2% | -$138K | 0.05% | 367 |
|
2018
Q1 | $6.53M | Buy |
104,785
+30,761
| +42% | +$1.92M | 0.05% | 363 |
|
2017
Q4 | $5.77M | Sell |
74,024
-805
| -1% | -$62.7K | 0.05% | 384 |
|
2017
Q3 | $5.8M | Sell |
74,829
-323
| -0.4% | -$25K | 0.05% | 365 |
|
2017
Q2 | $6.44M | Buy |
75,152
+1,137
| +2% | +$97.4K | 0.06% | 338 |
|
2017
Q1 | $6.72M | Sell |
74,015
-1,737
| -2% | -$158K | 0.06% | 326 |
|
2016
Q4 | $6.62M | Sell |
75,752
-1,363
| -2% | -$119K | 0.06% | 330 |
|
2016
Q3 | $6.9M | Sell |
77,115
-2,699
| -3% | -$242K | 0.07% | 331 |
|
2016
Q2 | $7.02M | Sell |
79,814
-57,998
| -42% | -$5.1M | 0.07% | 312 |
|
2016
Q1 | $10.8M | Sell |
137,812
-13,890
| -9% | -$1.09M | 0.12% | 183 |
|
2015
Q4 | $11M | Sell |
151,702
-9,069
| -6% | -$660K | 0.13% | 183 |
|
2015
Q3 | $11.3M | Buy |
+160,771
| New | +$11.3M | 0.14% | 164 |
|