Valley Wealth Managers’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 | – | Sell |
-340
| Closed | -$10.3K | – | 344 |
|
|
2025
Q1 | $10.3K | Hold |
340
| – | – | ﹤0.01% | 273 |
|
|
2024
Q4 | $10.4K | Hold |
340
| – | – | ﹤0.01% | 289 |
|
|
2024
Q3 | $11.9K | Sell |
340
-733
| -68% | -$25.7K | ﹤0.01% | 283 |
|
|
2024
Q2 | $34.6K | Buy |
1,073
+340
| +46% | +$11K | ﹤0.01% | 234 |
|
|
2024
Q1 | $27K | Hold |
733
| – | – | ﹤0.01% | 234 |
|
|
2023
Q4 | $27.1K | Hold |
733
| – | – | ﹤0.01% | 235 |
|
|
2023
Q3 | $24.7K | Hold |
733
| – | – | ﹤0.01% | 248 |
|
|
2023
Q2 | $26K | Hold |
733
| – | – | ﹤0.01% | 237 |
|
|
2023
Q1 | $28.3K | Sell |
733
-13
| -2% | -$503 | ﹤0.01% | 240 |
|
|
2022
Q4 | $30.4K | Sell |
746
-88
| -11% | -$3.58K | ﹤0.01% | 255 |
|
|
2022
Q3 | $28K | Hold |
834
| – | – | ﹤0.01% | 272 |
|
|
2022
Q2 | $32K | Buy |
+834
| New | +$32K | ﹤0.01% | 277 |
|
|
2019
Q1 | – | Sell |
-31,440
| Closed | -$1.35M | – | 206 |
|
|
2018
Q4 | $1.35M | Buy |
+31,440
| New | +$1.35M | 0.18% | 81 |
|
|
2017
Q3 | – | Sell |
-3,028
| Closed | -$259K | – | 123 |
|
|
2017
Q2 | $259K | Sell |
3,028
-3,077
| -50% | -$263K | 0.03% | 114 |
|
|
2017
Q1 | $554K | Sell |
6,105
-33
| -0.5% | -$3K | 0.07% | 102 |
|
|
2016
Q4 | $536K | Hold |
6,138
| – | – | 0.08% | 101 |
|
|
2016
Q3 | $549K | Sell |
6,138
-205
| -3% | -$18.3K | 0.08% | 100 |
|
|
2016
Q2 | $561K | Buy |
6,343
+2,684
| +73% | +$237K | 0.09% | 99 |
|
|
2016
Q1 | $287K | Buy |
+3,659
| New | +$287K | 0.05% | 96 |
|