Zuckerman Investment Group’s Potbelly PBPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-579,042
| Closed | -$8.05M | – | 57 |
|
|
2017
Q1 | $8.05M | Sell |
579,042
-10,171
| -2% | -$141K | 1.95% | 21 |
|
|
2016
Q4 | $7.6M | Sell |
589,213
-66,720
| -10% | -$861K | 1.86% | 20 |
|
|
2016
Q3 | $8.15M | Buy |
655,933
+25,340
| +4% | +$315K | 2.16% | 20 |
|
|
2016
Q2 | $7.91M | Sell |
630,593
-6,745
| -1% | -$84.6K | 2.11% | 21 |
|
|
2016
Q1 | $8.67M | Sell |
637,338
-650,120
| -50% | -$8.85M | 2.33% | 20 |
|
|
2015
Q4 | $15.1M | Sell |
1,287,458
-350,374
| -21% | -$4.1M | 3.56% | 12 |
|
|
2015
Q3 | $18M | Sell |
1,637,832
-535,551
| -25% | -$5.9M | 4.24% | 9 |
|
|
2015
Q2 | $26.6M | Sell |
2,173,383
-107,523
| -5% | -$1.32M | 5.95% | 5 |
|
|
2015
Q1 | $31.2M | Buy |
2,280,906
+72,817
| +3% | +$998K | 6.65% | 2 |
|
|
2014
Q4 | $28.4M | Buy |
2,208,089
+19,076
| +0.9% | +$246K | 6% | 4 |
|
|
2014
Q3 | $25.5M | Buy |
+2,189,013
| New | +$25.5M | 5.31% | 2 |
|