Ameritas Advisory Services’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
Q1 | – | Sell |
-16,732
| Closed | -$190K | – | 864 |
|
|
2024
Q4 | $190K | Sell |
16,732
-2,667
| -14% | -$30.2K | 0.01% | 843 |
|
|
2024
Q3 | $226K | Sell |
19,399
-480
| -2% | -$5.58K | 0.01% | 773 |
|
|
2024
Q2 | $226K | Sell |
19,879
-1,135
| -5% | -$12.9K | 0.01% | 824 |
|
|
2024
Q1 | $252K | Sell |
21,014
-21,608
| -51% | -$259K | 0.01% | 754 |
|
|
2023
Q4 | $534K | Sell |
42,622
-20,904
| -33% | -$262K | 0.03% | 415 |
|
|
2023
Q3 | $800K | Buy |
+63,526
| New | +$800K | 0.04% | 385 |
|
|
2023
Q2 | – | Sell |
-60,945
| Closed | -$925K | – | 849 |
|
|
2023
Q1 | $925K | Buy |
60,945
+580
| +1% | +$8.8K | 0.05% | 332 |
|
|
2022
Q4 | $792K | Buy |
60,365
+24,869
| +70% | +$326K | 0.04% | 409 |
|
|
2022
Q3 | $383K | Buy |
35,496
+2,797
| +9% | +$30.2K | 0.02% | 510 |
|
|
2022
Q2 | $413K | Buy |
+32,699
| New | +$413K | 0.02% | 513 |
|