Caldwell Investment Management’s Restaurant Brands International QSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-33,600
| Closed | -$2.63M | – | 37 |
|
|
2023
Q4 | $2.63M | Buy |
+33,600
| New | +$2.63M | 2.02% | 11 |
|
|
2023
Q3 | – | Sell |
-122,300
| Closed | -$9.41M | – | 31 |
|
|
2023
Q2 | $9.41M | Hold |
122,300
| – | – | 7.12% | 6 |
|
|
2023
Q1 | $8.2M | Buy |
122,300
+48,400
| +65% | +$3.25M | 8.13% | 7 |
|
|
2022
Q4 | $4.79M | Buy |
+73,900
| New | +$4.79M | 5.06% | 7 |
|