Mark Sheptoff Financial Planning’s AB InBev BUD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-100
| Closed | -$8K | – | 349 |
|
|
2019
Q1 | $8K | Hold |
100
| – | – | 0.01% | 276 |
|
|
2018
Q4 | $7K | Hold |
100
| – | – | 0.01% | 261 |
|
|
2018
Q3 | $9K | Sell |
100
-500
| -83% | -$45K | 0.01% | 293 |
|
|
2018
Q2 | $60K | Sell |
600
-2,500
| -81% | -$250K | 0.04% | 145 |
|
|
2018
Q1 | $341K | Hold |
3,100
| – | – | 0.24% | 81 |
|
|
2017
Q4 | $346K | Sell |
3,100
-100
| -3% | -$11.2K | 0.23% | 83 |
|
|
2017
Q3 | $382K | Sell |
3,200
-1,470
| -31% | -$175K | 0.26% | 77 |
|
|
2017
Q2 | $515K | Sell |
4,670
-551
| -11% | -$60.8K | 0.35% | 64 |
|
|
2017
Q1 | $573K | Sell |
5,221
-1,249
| -19% | -$137K | 0.41% | 62 |
|
|
2016
Q4 | $682K | Hold |
6,470
| – | – | 0.51% | 54 |
|
|
2016
Q3 | $850K | Hold |
6,470
| – | – | 0.63% | 44 |
|
|
2016
Q2 | $852K | Hold |
6,470
| – | – | 0.64% | 42 |
|
|
2016
Q1 | $807K | Hold |
6,470
| – | – | 0.66% | 40 |
|
|
2015
Q4 | $809K | Sell |
6,470
-1,427
| -18% | -$178K | 0.66% | 39 |
|
|
2015
Q3 | $840K | Sell |
7,897
-1,637
| -17% | -$174K | 0.74% | 34 |
|
|
2015
Q2 | $1.15M | Buy |
9,534
+114
| +1% | +$13.8K | 0.93% | 31 |
|
|
2015
Q1 | $1.15M | Buy |
9,420
+1,670
| +22% | +$204K | 0.96% | 32 |
|
|
2014
Q4 | $870K | Hold |
7,750
| – | – | 0.77% | 41 |
|
|
2014
Q3 | $859K | Sell |
7,750
-1,400
| -15% | -$155K | 0.76% | 38 |
|
|
2014
Q2 | $1.05M | Hold |
9,150
| – | – | 0.9% | 34 |
|
|
2014
Q1 | $963K | Buy |
+9,150
| New | +$963K | 0.85% | 35 |
|