Lodge Hill Capital’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 |
-200,000
| Closed | -$10M | – | 24 |
|
2024
Q4 | $10M | Buy |
+200,000
| New | +$10M | 2.76% | 15 |
|
2023
Q4 | – | Sell |
-250,000
| Closed | -$13.8M | – | 22 |
|
2023
Q3 | $13.8M | Buy |
250,000
+60,000
| +32% | +$3.32M | 4.53% | 9 |
|
2023
Q2 | $10.8M | Buy |
+190,000
| New | +$10.8M | 3.13% | 12 |
|