Financial Architects (New Jersey)’s AB InBev BUD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,501
| Closed | -$234K | – | 318 |
|
|
2023
Q1 | $234K | Buy |
+3,501
| New | +$234K | 0.04% | 290 |
|
|
2022
Q2 | – | Sell |
-3,528
| Closed | -$212K | – | 69 |
|
|
2022
Q1 | $212K | Hold |
3,528
| – | – | 0.03% | 316 |
|
|
2021
Q4 | $214K | Buy |
+3,528
| New | +$214K | 0.03% | 320 |
|
|
2021
Q3 | – | Sell |
-3,557
| Closed | -$256K | – | 327 |
|
|
2021
Q2 | $256K | Sell |
3,557
-87
| -2% | -$6.26K | 0.04% | 292 |
|
|
2021
Q1 | $229K | Buy |
3,644
+87
| +2% | +$5.47K | 0.04% | 301 |
|
|
2020
Q4 | $249K | Sell |
3,557
-1,130
| -24% | -$79.1K | 0.05% | 251 |
|
|
2020
Q3 | $253K | Sell |
4,687
-495
| -10% | -$26.7K | 0.06% | 226 |
|
|
2020
Q2 | $255K | Buy |
+5,182
| New | +$255K | 0.06% | 203 |
|
|
2020
Q1 | – | Sell |
-606
| Closed | -$50K | – | 845 |
|
|
2019
Q4 | $50K | Hold |
606
| – | – | 0.01% | 428 |
|
|
2019
Q3 | $58K | Sell |
606
-836
| -58% | -$80K | 0.01% | 406 |
|
|
2019
Q2 | $128K | Hold |
1,442
| – | – | 0.02% | 300 |
|
|
2019
Q1 | $121K | Buy |
1,442
+606
| +72% | +$50.9K | 0.02% | 382 |
|
|
2018
Q4 | $55K | Sell |
836
-416
| -33% | -$27.4K | 0.01% | 475 |
|
|
2018
Q3 | $110K | Sell |
1,252
-515
| -29% | -$45.2K | 0.02% | 393 |
|
|
2018
Q2 | $178K | Sell |
1,767
-500
| -22% | -$50.4K | 0.03% | 292 |
|
|
2018
Q1 | $249K | Buy |
2,267
+136
| +6% | +$14.9K | 0.05% | 248 |
|
|
2017
Q4 | $238K | Sell |
2,131
-250
| -10% | -$27.9K | 0.04% | 275 |
|
|
2017
Q3 | $284K | Sell |
2,381
-750
| -24% | -$89.5K | 0.05% | 233 |
|
|
2017
Q2 | $346K | Buy |
3,131
+215
| +7% | +$23.8K | 0.06% | 188 |
|
|
2017
Q1 | $320K | Buy |
2,916
+2,316
| +386% | +$254K | 0.06% | 192 |
|
|
2016
Q4 | $63K | Hold |
600
| – | – | 0.01% | 503 |
|
|
2016
Q3 | $79K | Hold |
600
| – | – | 0.02% | 439 |
|
|
2016
Q2 | $79K | Hold |
600
| – | – | 0.02% | 420 |
|
|
2016
Q1 | $75K | Buy |
+600
| New | +$75K | 0.03% | 334 |
|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$121K | – | 297 |
|
|
2015
Q2 | $121K | Buy |
+1,000
| New | +$121K | 0.04% | 265 |
|
|
2015
Q1 | – | Sell |
-600
| Closed | -$67K | – | 923 |
|
|
2014
Q4 | $67K | Buy |
+600
| New | +$67K | 0.03% | 309 |
|
|
2014
Q3 | – | Sell |
-600
| Closed | -$69K | – | 875 |
|
|
2014
Q2 | $69K | Buy |
+600
| New | +$69K | 0.03% | 284 |
|
|
2013
Q4 | – | Sell |
-600
| Closed | -$60K | – | 210 |
|
|
2013
Q3 | $60K | Sell |
600
-89
| -13% | -$8.9K | 0.04% | 231 |
|
|
2013
Q2 | $63K | Buy |
+689
| New | +$63K | 0.05% | 218 |
|