West Oak Capital’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
$116 Hold
450
﹤0.01% 238
2025
Q1
$137 Hold
450
0.01% 228
2024
Q4
$138K Hold
450
﹤0.01% 229
2024
Q3
$158 Hold
450
﹤0.01% 228
2024
Q2
$14.5K Hold
450
0.01% 234
2024
Q1
$17K Hold
450
0.01% 223
2023
Q4
$17K Sell
450
-20
-4% -$756 0.01% 220
2023
Q3
$16K Hold
470
0.01% 214
2023
Q2
$16.7K Hold
470
0.01% 218
2023
Q1
$18.2K Hold
470
0.01% 209
2022
Q4
$19K Sell
470
-30
-6% -$1.21K 0.01% 187
2022
Q3
$17K Hold
500
0.01% 204
2022
Q2
$19K Hold
500
0.01% 206
2022
Q1
$20K Hold
500
0.01% 218
2021
Q4
$18K Hold
500
0.01% 235
2021
Q3
$18K Hold
500
0.01% 249
2021
Q2
$20K Hold
500
0.01% 238
2021
Q1
$20K Hold
500
0.01% 228
2020
Q4
$17K Hold
500
0.01% 229
2020
Q3
$15K Hold
500
0.01% 211
2020
Q2
$16K Sell
500
-16
-3% -$512 0.01% 217
2020
Q1
$13K Hold
516
0.01% 214
2019
Q4
$17K Hold
516
0.01% 216
2019
Q3
$14K Sell
516
-500
-49% -$13.6K 0.01% 226
2019
Q2
$32K Hold
1,016
0.02% 202
2019
Q1
$33K Sell
1,016
-300
-23% -$9.74K 0.02% 191
2018
Q4
$56.6K Sell
1,316
-50
-4% -$2.15K 0.04% 158
2018
Q3
$75.3K Hold
1,366
0.04% 158
2018
Q2
$85.8K Hold
1,366
0.05% 152
2018
Q1
$85.1K Hold
1,366
0.05% 157
2017
Q4
$106K Hold
1,366
0.07% 137
2017
Q3
$106K Sell
1,366
-300
-18% -$23.3K 0.06% 147
2017
Q2
$143K Sell
1,666
-33
-2% -$2.83K 0.09% 134
2017
Q1
$154K Buy
1,699
+200
+13% +$18.2K 0.1% 129
2016
Q4
$131K Sell
1,499
-50
-3% -$4.37K 0.09% 134
2016
Q3
$139K Buy
1,549
+100
+7% +$8.95K 0.1% 130
2016
Q2
$128K Hold
1,449
0.09% 124
2016
Q1
$114K Hold
1,449
0.09% 124
2015
Q4
$105K Hold
1,449
0.08% 124
2015
Q3
$102K Buy
+1,449
New +$102K 0.08% 126