Lenox 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-285
| Closed | -$17K | – | 786 |
|
2021
Q4 | $17K | Hold |
285
| – | – | ﹤0.01% | 427 |
|
2021
Q3 | $16K | Hold |
285
| – | – | ﹤0.01% | 395 |
|
2021
Q2 | $21K | Hold |
285
| – | – | ﹤0.01% | 350 |
|
2021
Q1 | $18K | Sell |
285
-221
| -44% | -$14K | ﹤0.01% | 326 |
|
2020
Q4 | $35K | Buy |
506
+442
| +691% | +$30.6K | 0.01% | 234 |
|
2020
Q3 | $3K | Hold |
64
| – | – | ﹤0.01% | 477 |
|
2020
Q2 | $3K | Hold |
64
| – | – | ﹤0.01% | 477 |
|
2020
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 487 |
|
2019
Q4 | $5K | Hold |
64
| – | – | ﹤0.01% | 473 |
|
2019
Q3 | $6K | Hold |
64
| – | – | ﹤0.01% | 389 |
|
2019
Q2 | $6K | Hold |
64
| – | – | ﹤0.01% | 307 |
|
2019
Q1 | $5K | Hold |
64
| – | – | ﹤0.01% | 354 |
|
2018
Q4 | $4K | Hold |
64
| – | – | ﹤0.01% | 296 |
|
2018
Q3 | $6K | Hold |
64
| – | – | ﹤0.01% | 297 |
|
2018
Q2 | $6K | Hold |
64
| – | – | ﹤0.01% | 431 |
|
2018
Q1 | $7K | Buy |
+64
| New | +$7K | ﹤0.01% | 392 |
|
2016
Q1 | – | Sell |
-18
| Closed | -$2K | – | 274 |
|
2015
Q4 | $2K | Sell |
18
-31
| -63% | -$3.44K | ﹤0.01% | 315 |
|
2015
Q3 | $5K | Buy |
+49
| New | +$5K | ﹤0.01% | 249 |
|
2015
Q2 | – | Sell |
-49
| Closed | -$6K | – | 302 |
|
2015
Q1 | $6K | Hold |
49
| – | – | ﹤0.01% | 211 |
|
2014
Q4 | $6K | Sell |
49
-77
| -61% | -$9.43K | ﹤0.01% | 211 |
|
2014
Q3 | $14K | Hold |
126
| – | – | 0.01% | 155 |
|
2014
Q2 | $14K | Buy |
126
+49
| +64% | +$5.44K | 0.01% | 131 |
|
2014
Q1 | $8K | Sell |
77
-36
| -32% | -$3.74K | ﹤0.01% | 139 |
|
2013
Q4 | $12K | Buy |
113
+36
| +47% | +$3.82K | 0.01% | 150 |
|
2013
Q3 | $8K | Hold |
77
| – | – | 0.01% | 115 |
|
2013
Q2 | $7K | Buy |
+77
| New | +$7K | 0.01% | 141 |
|