Williams Jones Wealth Management’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $214K | Buy |
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|
2024
Q3 | $241K | Sell |
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $303K | Sell |
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|
2023
Q4 | $317K | Sell |
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|
2023
Q3 | $293K | Sell |
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|
2023
Q2 | $316K | Hold |
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|
2023
Q1 | $345K | Sell |
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|
2022
Q4 | $373K | Sell |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $354K | Buy |
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