PWAG
Polaris Wealth Advisory Group’s AB InBev BUD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-138,010
| Closed | -$18.1M | – | 116 |
|
|
2016
Q3 | $18.1M | Buy |
138,010
+7,899
| +6% | +$1.04M | 2.17% | 13 |
|
|
2016
Q2 | $17.1M | Buy |
130,111
+18,841
| +17% | +$2.48M | 2.66% | 11 |
|
|
2016
Q1 | $13.9M | Buy |
111,270
+29,187
| +36% | +$3.64M | 2.17% | 15 |
|
|
2015
Q4 | $10.3M | Buy |
82,083
+17,405
| +27% | +$2.18M | 1.66% | 20 |
|
|
2015
Q3 | $6.88M | Buy |
+64,678
| New | +$6.88M | 1.41% | 35 |
|
|
2015
Q2 | – | Sell |
-40,969
| Closed | -$5M | – | 70 |
|
|
2015
Q1 | $5M | Buy |
40,969
+14,628
| +56% | +$1.78M | 0.91% | 41 |
|
|
2014
Q4 | $2.96M | Buy |
26,341
+2,856
| +12% | +$321K | 0.61% | 52 |
|
|
2014
Q3 | $2.6M | Buy |
23,485
+3,630
| +18% | +$402K | 0.58% | 41 |
|
|
2014
Q2 | $2.28M | Buy |
+19,855
| New | +$2.28M | 0.51% | 42 |
|