Cabot Wealth Management’s BellRing Brands BRBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,423
Closed -$356K 143
2023
Q4
$356K Sell
6,423
-26,168
-80% -$1.45M 0.05% 123
2023
Q3
$1.34M Buy
32,591
+203
+0.6% +$8.37K 0.21% 85
2023
Q2
$1.19M Sell
32,388
-50,518
-61% -$1.85M 0.18% 89
2023
Q1
$2.82M Sell
82,906
-1,576
-2% -$53.6K 0.45% 60
2022
Q4
$2.17M Buy
+84,482
New +$2.17M 0.37% 66