Mercer Investments’s Compañía de Cervecerías Unidas CCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.73M | Sell |
227,899
-14,926
| -6% | -$179K | 4.37% | 6 |
|
|
2023
Q4 | $3.05M | Sell |
242,825
-3,556
| -1% | -$44.6K | 4.02% | 6 |
|
|
2023
Q3 | $3.1M | Sell |
246,381
-24,080
| -9% | -$303K | 4.97% | 6 |
|
|
2023
Q2 | $4.39M | Hold |
270,461
| – | – | 6.36% | 6 |
|
|
2023
Q1 | $4.23M | Hold |
270,461
| – | – | 6.58% | 6 |
|
|
2022
Q4 | $3.55M | Sell |
270,461
-959
| -0.4% | -$12.6K | 6.08% | 6 |
|
|
2022
Q3 | $2.93M | Buy |
271,420
+23,665
| +10% | +$255K | 5.64% | 6 |
|
|
2022
Q2 | $3.13M | Hold |
247,755
| – | – | 6.25% | 5 |
|
|
2022
Q1 | $3.71M | Buy |
247,755
+14,524
| +6% | +$217K | 5.87% | 6 |
|
|
2021
Q4 | $3.83M | Buy |
233,231
+30,564
| +15% | +$502K | 5.93% | 5 |
|
|
2021
Q3 | $3.5M | Hold |
202,667
| – | – | 7.57% | 4 |
|
|
2021
Q2 | $4.08M | Sell |
202,667
-7,349
| -3% | -$148K | 9.22% | 4 |
|
|
2021
Q1 | $3.71M | Buy |
+210,016
| New | +$3.71M | 17.33% | 3 |
|