Beverly Hills Private Wealth’s Restaurant Brands International QSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Sell |
5,572
-358
| -6% | -$23.7K | 0.07% | 222 |
|
|
2025
Q1 | $395K | Sell |
5,930
-231
| -4% | -$15.4K | 0.08% | 204 |
|
|
2024
Q4 | $402K | Sell |
6,161
-176
| -3% | -$11.5K | 0.08% | 199 |
|
|
2024
Q3 | $457K | Sell |
6,337
-1,550
| -20% | -$112K | 0.09% | 200 |
|
|
2024
Q2 | $555K | Sell |
7,887
-803
| -9% | -$56.5K | 0.12% | 175 |
|
|
2024
Q1 | $690K | Sell |
8,690
-633
| -7% | -$50.3K | 0.16% | 143 |
|
|
2023
Q4 | $728K | Sell |
9,323
-680
| -7% | -$53.1K | 0.19% | 117 |
|
|
2023
Q3 | $666K | Sell |
10,003
-10,846
| -52% | -$723K | 0.2% | 112 |
|
|
2023
Q2 | $1.53M | Buy |
20,849
+10,420
| +100% | +$765K | 0.25% | 92 |
|
|
2023
Q1 | $700K | Buy |
10,429
+865
| +9% | +$58.1K | 0.22% | 106 |
|
|
2022
Q4 | $619K | Buy |
+9,564
| New | +$619K | 0.27% | 92 |
|