AWM
Avior Wealth Management’s AB InBev BUD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,257
| Closed | -$113K | – | 958 |
|
|
2024
Q4 | $113K | Sell |
2,257
-259
| -10% | -$13K | ﹤0.01% | 855 |
|
|
2024
Q3 | $167K | Hold |
2,516
| – | – | 0.01% | 746 |
|
|
2024
Q2 | $146K | Sell |
2,516
-872
| -26% | -$50.7K | 0.01% | 759 |
|
|
2024
Q1 | $206K | Buy |
3,388
+3,238
| +2,159% | +$197K | 0.01% | 701 |
|
|
2023
Q4 | $9.69K | Hold |
150
| – | – | ﹤0.01% | 997 |
|
|
2023
Q3 | $8.3K | Hold |
150
| – | – | ﹤0.01% | 1072 |
|
|
2023
Q2 | $8.51K | Hold |
150
| – | – | ﹤0.01% | 1052 |
|
|
2023
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 1053 |
|
|
2022
Q4 | $9.01K | Hold |
150
| – | – | ﹤0.01% | 872 |
|
|
2022
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 913 |
|
|
2022
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 795 |
|
|
2022
Q1 | $9K | Hold |
150
| – | – | ﹤0.01% | 837 |
|
|
2021
Q4 | $9K | Hold |
150
| – | – | ﹤0.01% | 817 |
|
|
2021
Q3 | $8K | Sell |
150
-10
| -6% | -$533 | ﹤0.01% | 789 |
|
|
2021
Q2 | $11K | Hold |
160
| – | – | ﹤0.01% | 733 |
|
|
2021
Q1 | $10K | Sell |
160
-20
| -11% | -$1.25K | ﹤0.01% | 752 |
|
|
2020
Q4 | $12K | Hold |
180
| – | – | ﹤0.01% | 680 |
|
|
2020
Q3 | $9K | Hold |
180
| – | – | ﹤0.01% | 698 |
|
|
2020
Q2 | $8K | Buy |
180
+80
| +80% | +$3.56K | ﹤0.01% | 688 |
|
|
2020
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 640 |
|
|
2019
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 618 |
|
|
2019
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 591 |
|
|
2019
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 604 |
|
|
2019
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 540 |
|
|
2018
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 600 |
|