Integrated Wealth Concepts’s AB InBev BUD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,300
| Closed | -$215K | – | 1755 |
|
|
2024
Q4 | $215K | Sell |
4,300
-2,213
| -34% | -$111K | ﹤0.01% | 1563 |
|
|
2024
Q3 | $432K | Sell |
6,513
-159
| -2% | -$10.5K | 0.01% | 1154 |
|
|
2024
Q2 | $388K | Buy |
6,672
+837
| +14% | +$48.7K | 0.01% | 1164 |
|
|
2024
Q1 | $355K | Sell |
5,835
-1,642
| -22% | -$99.8K | 0.01% | 1231 |
|
|
2023
Q4 | $483K | Buy |
7,477
+28
| +0.4% | +$1.81K | 0.01% | 1013 |
|
|
2023
Q3 | $412K | Sell |
7,449
-14
| -0.2% | -$774 | 0.01% | 1065 |
|
|
2023
Q2 | $423K | Sell |
7,463
-1,172
| -14% | -$66.5K | 0.01% | 1059 |
|
|
2023
Q1 | $576K | Buy |
8,635
+194
| +2% | +$12.9K | 0.01% | 810 |
|
|
2022
Q4 | $507K | Sell |
8,441
-897
| -10% | -$53.9K | 0.01% | 656 |
|
|
2022
Q3 | $422K | Sell |
9,338
-615
| -6% | -$27.8K | 0.01% | 642 |
|
|
2022
Q2 | $537K | Sell |
9,953
-1,209
| -11% | -$65.2K | 0.02% | 581 |
|
|
2022
Q1 | $670K | Buy |
11,162
+3,913
| +54% | +$235K | 0.02% | 502 |
|
|
2021
Q4 | $439K | Sell |
7,249
-20,471
| -74% | -$1.24M | 0.01% | 638 |
|
|
2021
Q3 | $1.56M | Buy |
27,720
+2,207
| +9% | +$124K | 0.05% | 287 |
|
|
2021
Q2 | $1.84M | Buy |
25,513
+1,554
| +6% | +$112K | 0.07% | 233 |
|
|
2021
Q1 | $1.51M | Buy |
23,959
+2,359
| +11% | +$148K | 0.06% | 231 |
|
|
2020
Q4 | $1.51M | Buy |
21,600
+113
| +0.5% | +$7.9K | 0.07% | 186 |
|
|
2020
Q3 | $1.16M | Buy |
21,487
+5,163
| +32% | +$278K | 0.07% | 190 |
|
|
2020
Q2 | $805K | Buy |
+16,324
| New | +$805K | 0.06% | 204 |
|
|
2019
Q4 | – | Sell |
-5,067
| Closed | -$482K | – | 473 |
|
|
2019
Q3 | $482K | Buy |
5,067
+1,805
| +55% | +$172K | 0.05% | 213 |
|
|
2019
Q2 | $290K | Buy |
+3,262
| New | +$290K | 0.04% | 282 |
|