Appleton Partners’s AB InBev BUD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,785
| Closed | -$228K | – | 258 |
|
|
2019
Q4 | $228K | Sell |
2,785
-3,255
| -54% | -$266K | 0.03% | 277 |
|
|
2019
Q3 | $575K | Sell |
6,040
-380
| -6% | -$36.2K | 0.07% | 176 |
|
|
2019
Q2 | $568K | Buy |
6,420
+170
| +3% | +$15K | 0.07% | 177 |
|
|
2019
Q1 | $525K | Sell |
6,250
-210
| -3% | -$17.6K | 0.07% | 180 |
|
|
2018
Q4 | $425K | Sell |
6,460
-955
| -13% | -$62.8K | 0.06% | 189 |
|
|
2018
Q3 | $649K | Buy |
7,415
+2,740
| +59% | +$240K | 0.09% | 166 |
|
|
2018
Q2 | $471K | Buy |
4,675
+235
| +5% | +$23.7K | 0.07% | 190 |
|
|
2018
Q1 | $488K | Buy |
4,440
+559
| +14% | +$61.4K | 0.07% | 185 |
|
|
2017
Q4 | $433K | Buy |
3,881
+765
| +25% | +$85.4K | 0.07% | 189 |
|
|
2017
Q3 | $372K | Buy |
+3,116
| New | +$372K | 0.06% | 183 |
|