AWS
AJ Wealth Strategies’s Potbelly PBPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.57M | Sell |
292,752
-29,755
| -9% | -$261K | 0.12% | 80 |
|
|
2023
Q1 | $2.69M | Sell |
322,507
-1,265
| -0.4% | -$10.5K | 0.14% | 73 |
|
|
2022
Q4 | $1.8M | Sell |
323,772
-47,425
| -13% | -$264K | 0.09% | 94 |
|
|
2022
Q3 | $1.68M | Hold |
371,197
| – | – | 0.1% | 94 |
|
|
2022
Q2 | $2.1M | Hold |
371,197
| – | – | 0.11% | 88 |
|
|
2022
Q1 | $2.49M | Hold |
371,197
| – | – | 0.12% | 87 |
|
|
2021
Q4 | $2.07M | Buy |
371,197
+160
| +0% | +$893 | 0.1% | 91 |
|
|
2021
Q3 | $2.52M | Hold |
371,037
| – | – | 0.14% | 69 |
|
|
2021
Q2 | $2.93M | Hold |
371,037
| – | – | 0.17% | 60 |
|
|
2021
Q1 | $2.19M | Hold |
371,037
| – | – | 0.16% | 66 |
|
|
2020
Q4 | $1.63M | Hold |
371,037
| – | – | 0.14% | 71 |
|
|
2020
Q3 | $1.41M | Hold |
371,037
| – | – | 0.14% | 66 |
|
|
2020
Q2 | $846K | Buy |
+371,037
| New | +$846K | 0.09% | 94 |
|