JFS Wealth Advisors’s AB InBev BUD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $34.9K | Buy |
508
+7
| +1% | +$481 | ﹤0.01% | 541 |
|
2025
Q1 | $30.8K | Buy |
501
+78
| +18% | +$4.8K | ﹤0.01% | 564 |
|
2024
Q4 | $21.2K | Sell |
423
-22
| -5% | -$1.1K | ﹤0.01% | 626 |
|
2024
Q3 | $29.5K | Hold |
445
| – | – | ﹤0.01% | 560 |
|
2024
Q2 | $25.9K | Sell |
445
-32
| -7% | -$1.86K | ﹤0.01% | 547 |
|
2024
Q1 | $29K | Sell |
477
-1
| -0.2% | -$61 | ﹤0.01% | 542 |
|
2023
Q4 | $30.9K | Buy |
478
+1
| +0.2% | +$65 | ﹤0.01% | 493 |
|
2023
Q3 | $26.4K | Buy |
477
+6
| +1% | +$332 | ﹤0.01% | 485 |
|
2023
Q2 | $26.7K | Buy |
471
+52
| +12% | +$2.95K | ﹤0.01% | 474 |
|
2023
Q1 | $28K | Buy |
419
+37
| +10% | +$2.47K | ﹤0.01% | 465 |
|
2022
Q4 | $22.9K | Sell |
382
-709
| -65% | -$42.6K | ﹤0.01% | 505 |
|
2022
Q3 | $49K | Sell |
1,091
-430
| -28% | -$19.3K | 0.01% | 377 |
|
2022
Q2 | $82K | Buy |
1,521
+281
| +23% | +$15.1K | 0.01% | 311 |
|
2022
Q1 | $74K | Buy |
1,240
+212
| +21% | +$12.7K | 0.01% | 344 |
|
2021
Q4 | $62K | Buy |
1,028
+98
| +11% | +$5.91K | 0.01% | 385 |
|
2021
Q3 | $52K | Buy |
930
+298
| +47% | +$16.7K | 0.01% | 408 |
|
2021
Q2 | $46K | Sell |
632
-348
| -36% | -$25.3K | 0.01% | 278 |
|
2021
Q1 | $62K | Hold |
980
| – | – | 0.01% | 229 |
|
2020
Q4 | $69K | Sell |
980
-41
| -4% | -$2.89K | 0.01% | 220 |
|
2020
Q3 | $55K | Hold |
1,021
| – | – | 0.01% | 222 |
|
2020
Q2 | $50K | Buy |
+1,021
| New | +$50K | 0.01% | 228 |
|
2018
Q2 | – | Sell |
-17
| Closed | -$2K | – | 471 |
|
2018
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 473 |
|
2017
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 480 |
|
2015
Q1 | – | Sell |
-61
| Closed | -$7K | – | 511 |
|
2014
Q4 | $7K | Buy |
+61
| New | +$7K | ﹤0.01% | 404 |
|