Westside Investment Management’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 | $26.1K | Buy |
1,003
+224
| +29% | +$5.82K | ﹤0.01% | 599 |
|
2025
Q1 | $23.7K | Hold |
779
| – | – | 0.01% | 533 |
|
2024
Q4 | $23.9K | Hold |
779
| – | – | 0.01% | 529 |
|
2024
Q3 | $27.4K | Hold |
779
| – | – | 0.01% | 507 |
|
2024
Q2 | $25.1K | Hold |
779
| – | – | 0.01% | 504 |
|
2024
Q1 | $28.7K | Hold |
779
| – | – | 0.01% | 461 |
|
2023
Q4 | $28.8K | Hold |
779
| – | – | 0.01% | 443 |
|
2023
Q3 | $26.2K | Hold |
779
| – | – | 0.01% | 444 |
|
2023
Q2 | $27.7K | Hold |
779
| – | – | 0.01% | 447 |
|
2023
Q1 | $30.1K | Hold |
779
| – | – | 0.01% | 436 |
|
2022
Q4 | $31 | Hold |
779
| – | – | ﹤0.01% | 469 |
|
2022
Q3 | $25 | Hold |
779
| – | – | ﹤0.01% | 489 |
|
2022
Q2 | $29 | Hold |
779
| – | – | ﹤0.01% | 467 |
|
2022
Q1 | $30 | Hold |
779
| – | – | ﹤0.01% | 471 |
|
2021
Q4 | $27 | Hold |
779
| – | – | ﹤0.01% | 462 |
|
2021
Q3 | $28 | Hold |
779
| – | – | ﹤0.01% | 443 |
|
2021
Q2 | $31 | Hold |
779
| – | – | ﹤0.01% | 422 |
|
2021
Q1 | $31 | Sell |
779
-6,500
| -89% | -$259 | ﹤0.01% | 411 |
|
2020
Q4 | $156K | Hold |
7,279
| – | – | 0.43% | 49 |
|
2020
Q3 | $135K | Buy |
7,279
+700
| +11% | +$13K | 0.06% | 50 |
|
2020
Q2 | $121K | Sell |
6,579
-200
| -3% | -$3.69K | 0.07% | 45 |
|
2020
Q1 | $99K | Buy |
+6,779
| New | +$99K | 0.07% | 55 |
|
2019
Q2 | $57 | Buy |
+1,867
| New | +$57 | ﹤0.01% | 300 |
|
2018
Q4 | $76.2K | Hold |
1,744
| – | – | 0.03% | 243 |
|
2018
Q3 | $97.2K | Buy |
1,744
+128
| +8% | +$7.13K | 0.03% | 204 |
|
2018
Q2 | $101K | Buy |
1,616
+407
| +34% | +$25.3K | 0.04% | 228 |
|
2018
Q1 | $72.6K | Hold |
1,209
| – | – | 0.04% | 247 |
|
2017
Q4 | $94.9K | Hold |
1,209
| – | – | 0.05% | 223 |
|
2017
Q3 | $93.5K | Hold |
1,209
| – | – | 0.06% | 208 |
|
2017
Q2 | $100K | Buy |
1,209
+172
| +17% | +$14.2K | 0.07% | 200 |
|
2017
Q1 | $94.8K | Hold |
1,037
| – | – | 0.05% | 198 |
|
2016
Q4 | $90K | Buy |
+1,037
| New | +$90K | 0.06% | 147 |
|