Allworth Financial’s Compañía de Cervecerías Unidas CCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17K | Buy |
168
+20
| +14% | +$258 | ﹤0.01% | 3660 |
|
|
2025
Q1 | $2.3K | Sell |
148
-1
| -0.7% | -$16 | ﹤0.01% | 3148 |
|
|
2024
Q4 | $1.77K | Sell |
149
-300
| -67% | -$3.56K | ﹤0.01% | 3190 |
|
|
2024
Q3 | $5.22K | Buy |
449
+300
| +201% | +$3.49K | ﹤0.01% | 2548 |
|
|
2024
Q2 | $1.78K | Buy |
149
+35
| +31% | +$418 | ﹤0.01% | 2975 |
|
|
2024
Q1 | $1.37K | Hold |
114
| – | – | ﹤0.01% | 2969 |
|
|
2023
Q4 | $1.43K | Buy |
+114
| New | +$1.43K | ﹤0.01% | 2822 |
|
|
2022
Q4 | – | Sell |
-66
| Closed | -$1K | – | 3032 |
|
|
2022
Q3 | $1K | Buy |
66
+18
| +38% | +$273 | ﹤0.01% | 2329 |
|
|
2022
Q2 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 2109 |
|