CWM
Compass Wealth Management’s AB InBev BUD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
16,779
-50,727
| -75% | -$3.49M | 0.27% | 82 |
|
|
2025
Q1 | $4.16M | Sell |
67,506
-1,850
| -3% | -$114K | 1.06% | 35 |
|
|
2024
Q4 | $3.47M | Sell |
69,356
-22,108
| -24% | -$1.11M | 0.84% | 44 |
|
|
2024
Q3 | $6.06M | Sell |
91,464
-2,575
| -3% | -$171K | 1.43% | 17 |
|
|
2024
Q2 | $5.47M | Sell |
94,039
-1,773
| -2% | -$103K | 1.35% | 20 |
|
|
2024
Q1 | $5.82M | Buy |
95,812
+9,942
| +12% | +$604K | 1.46% | 15 |
|
|
2023
Q4 | $5.55M | Buy |
85,870
+8,449
| +11% | +$546K | 1.55% | 16 |
|
|
2023
Q3 | $4.28M | Sell |
77,421
-2,500
| -3% | -$138K | 1.34% | 20 |
|
|
2023
Q2 | $4.53M | Sell |
79,921
-532
| -0.7% | -$30.2K | 1.37% | 20 |
|
|
2023
Q1 | $5.37M | Buy |
80,453
+2,985
| +4% | +$199K | 1.71% | 10 |
|
|
2022
Q4 | $4.65M | Buy |
+77,468
| New | +$4.65M | 1.52% | 13 |
|