Wealth Advisors of Tampa Bay’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 | $2.52M | Buy |
97,626
+42,275
| +76% | +$1.09M | 0.95% | 43 |
|
2025
Q1 | $1.68M | Buy |
55,351
+8,897
| +19% | +$271K | 0.68% | 48 |
|
2024
Q4 | $1.43M | Sell |
46,454
-40,913
| -47% | -$1.26M | 0.61% | 49 |
|
2024
Q3 | $3.07M | Buy |
87,367
+11,829
| +16% | +$415K | 1.28% | 33 |
|
2024
Q2 | $2.43M | Buy |
75,538
+2,400
| +3% | +$77.3K | 1.14% | 35 |
|
2024
Q1 | $2.7M | Buy |
73,138
+4,925
| +7% | +$182K | 1.28% | 35 |
|
2023
Q4 | $2.52M | Sell |
68,213
-79,343
| -54% | -$2.93M | 1.27% | 35 |
|
2023
Q3 | $4.96M | Buy |
147,556
+79,393
| +116% | +$2.67M | 1.37% | 35 |
|
2023
Q2 | $2.42M | Buy |
68,163
+2,355
| +4% | +$83.6K | 1.33% | 34 |
|
2023
Q1 | $2.54M | Buy |
65,808
+10,083
| +18% | +$390K | 1.46% | 34 |
|
2022
Q4 | $2.27M | Buy |
55,725
+12,825
| +30% | +$522K | 1.4% | 34 |
|
2022
Q3 | $1.43M | Buy |
+42,900
| New | +$1.43M | 0.98% | 42 |
|