Allworth Financial’s Compañía de Cervecerías Unidas CCU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$398	Sell	35 -276	-89%	-$3.67K	﹤0.01%	4788
2025 Q4	$3.97K	Buy	311 +122	+65%	+$1.54K	﹤0.01%	3846
2025 Q3	$2.29K	Buy	189 +21	+13%	+$257	﹤0.01%	3938
2025 Q2	$2.17K	Buy	168 +20	+14%	+$285	﹤0.01%	3668
2025 Q1	$2.3K	Sell	148 -1	-0.7%	-$13	﹤0.01%	3155
2024 Q4	$1.77K	Sell	149 -300	-67%	-$3.39K	﹤0.01%	3195
2024 Q3	$5.22K	Buy	449 +300	+201%	+$3.36K	﹤0.01%	2550
2024 Q2	$1.78K	Buy	149 +35	+31%	+$430	﹤0.01%	2975
2024 Q1	$1.37K	Hold	114	–	–	﹤0.01%	2969
2023 Q4	$1.43K	Buy	+114	New	+$1.38K	﹤0.01%	2822
2022 Q4	–	Sell	-66	Closed	-$1K	–	3034
2022 Q3	$1K	Buy	66 +18	+38%	+$199	﹤0.01%	2331
2022 Q2	$1K	Buy	+48	New	+$652	﹤0.01%	2109