Strategic Wealth Partners’s AB InBev BUD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,322
| Closed | -$473K | – | 287 |
|
|
2023
Q4 | $473K | Sell |
7,322
-40,352
| -85% | -$2.61M | 0.06% | 192 |
|
|
2023
Q3 | $2.64M | Sell |
47,674
-9,720
| -17% | -$538K | 0.35% | 85 |
|
|
2023
Q2 | $3.26M | Buy |
57,394
+202
| +0.4% | +$11.5K | 0.42% | 71 |
|
|
2023
Q1 | $3.82M | Buy |
57,192
+18,783
| +49% | +$1.25M | 0.59% | 42 |
|
|
2022
Q4 | $2.31M | Sell |
38,409
-27,582
| -42% | -$1.66M | 0.43% | 75 |
|
|
2022
Q3 | $2.98M | Sell |
65,991
-72
| -0.1% | -$3.25K | 0.63% | 46 |
|
|
2022
Q2 | $3.56M | Buy |
+66,063
| New | +$3.56M | 0.77% | 33 |
|
|
2019
Q2 | – | Sell |
-115
| Closed | -$10K | – | 742 |
|
|
2019
Q1 | $10K | Buy |
115
+55
| +92% | +$4.78K | ﹤0.01% | 520 |
|
|
2018
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 584 |
|
|
2018
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 557 |
|
|
2018
Q2 | $6K | Sell |
60
-81
| -57% | -$8.1K | ﹤0.01% | 612 |
|
|
2018
Q1 | $16K | Buy |
141
+81
| +135% | +$9.19K | 0.01% | 402 |
|
|
2017
Q4 | $8K | Buy |
+60
| New | +$8K | ﹤0.01% | 557 |
|