Optimum Investment Advisors’s Bunge Global BG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$132K Sell
1,640
-660
-29% -$53K 0.06% 218
2025
Q1
$176K Sell
2,300
-150
-6% -$11.5K 0.08% 183
2024
Q4
$191K Sell
2,450
-615
-20% -$47.8K 0.08% 182
2024
Q3
$296K Hold
3,065
0.13% 155
2024
Q2
$327K Sell
3,065
-285
-9% -$30.4K 0.15% 136
2024
Q1
$343K Hold
3,350
0.16% 135
2023
Q4
$338K Hold
3,350
0.17% 124
2023
Q3
$363K Sell
3,350
-345
-9% -$37.3K 0.19% 121
2023
Q2
$349K Hold
3,695
0.17% 132
2023
Q1
$353K Sell
3,695
-460
-11% -$43.9K 0.19% 127
2022
Q4
$415K Hold
4,155
0.22% 107
2022
Q3
$343K Buy
4,155
+4,055
+4,055% +$335K 0.18% 126
2022
Q2
$9K Hold
100
﹤0.01% 611
2022
Q1
$11K Buy
+100
New +$11K ﹤0.01% 634
2019
Q2
Sell
-300
Closed -$16K 924
2019
Q1
$16K Hold
300
0.01% 724
2018
Q4
$16K Hold
300
0.01% 681
2018
Q3
$21K Hold
300
0.01% 719
2018
Q2
$21K Hold
300
0.01% 718
2018
Q1
$22K Buy
+300
New +$22K 0.01% 688