Beverly Hills Private Wealth’s Cracker Barrel CBRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,092
| Closed | -$298K | – | 348 |
|
|
2024
Q1 | $298K | Buy |
+4,092
| New | +$298K | 0.07% | 280 |
|
|
2023
Q4 | – | Sell |
-4,609
| Closed | -$310K | – | 336 |
|
|
2023
Q3 | $310K | Sell |
4,609
-4,594
| -50% | -$309K | 0.09% | 224 |
|
|
2023
Q2 | $833K | Buy |
9,203
+4,767
| +107% | +$432K | 0.14% | 160 |
|
|
2023
Q1 | $504K | Buy |
4,436
+975
| +28% | +$111K | 0.16% | 144 |
|
|
2022
Q4 | $328K | Buy |
+3,461
| New | +$328K | 0.14% | 167 |
|