Doyle Wealth Management’s AB InBev BUD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-201
| Closed | -$18K | – | 271 |
|
2019
Q2 | $18K | Buy |
+201
| New | +$18K | ﹤0.01% | 524 |
|
2019
Q1 | – | Sell |
-200
| Closed | -$13K | – | 257 |
|
2018
Q4 | $13K | Sell |
200
-85,203
| -100% | -$5.54M | ﹤0.01% | 579 |
|
2018
Q3 | $7.48M | Buy |
85,403
+5,266
| +7% | +$461K | 1.16% | 36 |
|
2018
Q2 | $8.08M | Buy |
80,137
+8,121
| +11% | +$818K | 1.33% | 33 |
|
2018
Q1 | $7.92M | Buy |
72,016
+2,545
| +4% | +$280K | 1.33% | 30 |
|
2017
Q4 | $7.75M | Buy |
69,471
+924
| +1% | +$103K | 1.31% | 29 |
|
2017
Q3 | $8.18M | Buy |
68,547
+3,508
| +5% | +$419K | 1.43% | 29 |
|
2017
Q2 | $7.18M | Buy |
65,039
+4,436
| +7% | +$490K | 1.33% | 34 |
|
2017
Q1 | $6.65M | Buy |
+60,603
| New | +$6.65M | 1.36% | 28 |
|