Widmann Financial Services’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 | – | Sell |
-7,725
| Closed | -$235K | – | 111 |
|
2025
Q1 | $235K | Hold |
7,725
| – | – | 0.18% | 89 |
|
2024
Q4 | $237K | Buy |
7,725
+650
| +9% | +$20K | 0.18% | 89 |
|
2024
Q3 | $248K | Sell |
7,075
-425
| -6% | -$14.9K | 0.19% | 87 |
|
2024
Q2 | $242K | Buy |
7,500
+135
| +2% | +$4.35K | 0.2% | 86 |
|
2024
Q1 | $272K | Sell |
7,365
-590
| -7% | -$21.8K | 0.23% | 80 |
|
2023
Q4 | $294K | Sell |
7,955
-223
| -3% | -$8.25K | 0.26% | 74 |
|
2023
Q3 | $275K | Buy |
8,178
+617
| +8% | +$20.8K | 0.27% | 70 |
|
2023
Q2 | $268K | Buy |
7,561
+1,118
| +17% | +$39.7K | 0.26% | 69 |
|
2023
Q1 | $249K | Hold |
6,443
| – | – | 0.25% | 70 |
|
2022
Q4 | $262K | Buy |
6,443
+369
| +6% | +$15K | 0.27% | 66 |
|
2022
Q3 | $203K | Buy |
6,074
+442
| +8% | +$14.7K | 0.22% | 77 |
|
2022
Q2 | $214K | Buy |
+5,632
| New | +$214K | 0.22% | 78 |
|
2022
Q1 | – | Sell |
-2,657
| Closed | -$95K | – | 271 |
|
2021
Q4 | $95K | Buy |
+2,657
| New | +$95K | 0.08% | 127 |
|