Wealth Advisors of Tampa Bay’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	–	Sell	-36,983	Closed	-$897K	–	96
2025 Q4	$897K	Sell	36,983 -92,628	-71%	-$2.3M	0.31%	64
2025 Q3	$3.38M	Buy	129,611 +31,985	+33%	+$869K	1.12%	40
2025 Q2	$2.52M	Buy	97,626 +42,275	+76%	+$1.17M	0.95%	43
2025 Q1	$1.68M	Buy	55,351 +8,897	+19%	+$266K	0.68%	48
2024 Q4	$1.43M	Sell	46,454 -40,913	-47%	-$1.34M	0.61%	49
2024 Q3	$3.07M	Buy	87,367 +11,829	+16%	+$407K	1.28%	33
2024 Q2	$2.43M	Buy	75,538 +2,400	+3%	+$85.5K	1.14%	35
2024 Q1	$2.7M	Buy	73,138 +4,925	+7%	+$179K	1.28%	35
2023 Q4	$2.52M	Sell	68,213 -79,343	-54%	-$2.7M	1.27%	35
2023 Q3	$4.96M	Buy	147,556 +79,393	+116%	+$2.74M	1.37%	35
2023 Q2	$2.42M	Buy	68,163 +2,355	+4%	+$90.6K	1.33%	34
2023 Q1	$2.54M	Buy	65,808 +10,083	+18%	+$399K	1.46%	34
2022 Q4	$2.27M	Buy	55,725 +12,825	+30%	+$487K	1.4%	34
2022 Q3	$1.43M	Buy	+42,900	New	+$1.59M	0.98%	42