Waverly 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 | $340K | Sell |
13,150
-3,723
| -22% | -$96.1K | ﹤0.01% | 924 |
|
|
2025
Q1 | $513K | Sell |
16,873
-13,939
| -45% | -$424K | 0.01% | 763 |
|
|
2024
Q4 | $946K | Sell |
30,812
-3,921
| -11% | -$120K | 0.01% | 523 |
|
|
2024
Q3 | $1.22M | Buy |
34,733
+6,357
| +22% | +$223K | 0.02% | 413 |
|
|
2024
Q2 | $914K | Buy |
28,376
+22,219
| +361% | +$716K | 0.02% | 447 |
|
|
2024
Q1 | $227K | Buy |
+6,157
| New | +$227K | 0.01% | 632 |
|
|
2018
Q1 | – | Sell |
-607
| Closed | -$47K | – | 281 |
|
|
2017
Q4 | $47K | Buy |
+607
| New | +$47K | 0.01% | 254 |
|
|
2015
Q4 | – | Sell |
-230
| Closed | -$16K | – | 272 |
|
|
2015
Q3 | $16K | Buy |
+230
| New | +$16K | 0.01% | 312 |
|