Waverly Advisors’s Restaurant Brands International QSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
30,298
+202
| +0.7% | +$13.4K | 0.02% | 489 |
|
|
2025
Q1 | $2.01M | Buy |
30,096
+24,490
| +437% | +$1.63M | 0.02% | 479 |
|
|
2024
Q4 | $365K | Buy |
5,606
+915
| +20% | +$59.6K | 0.01% | 761 |
|
|
2024
Q3 | $338K | Hold |
4,691
| – | – | 0.01% | 659 |
|
|
2024
Q2 | $330K | Hold |
4,691
| – | – | 0.01% | 646 |
|
|
2024
Q1 | $373K | Sell |
4,691
-226
| -5% | -$18K | 0.01% | 528 |
|
|
2023
Q4 | $384K | Sell |
4,917
-900
| -15% | -$70.3K | 0.01% | 331 |
|
|
2023
Q3 | $388K | Buy |
+5,817
| New | +$388K | 0.02% | 288 |
|