AWM
Activest Wealth Management’s Boston Beer SAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 1356 |
|
|
2025
Q1 | – | Sell |
-15
| Closed | -$4.5K | – | 1365 |
|
|
2024
Q4 | $4.5K | Hold |
15
| – | – | ﹤0.01% | 383 |
|
|
2024
Q3 | $4.34K | Hold |
15
| – | – | ﹤0.01% | 376 |
|
|
2024
Q2 | $4.58K | Hold |
15
| – | – | ﹤0.01% | 350 |
|
|
2024
Q1 | $4.57K | Hold |
15
| – | – | ﹤0.01% | 264 |
|
|
2023
Q4 | $5.18K | Hold |
15
| – | – | ﹤0.01% | 227 |
|
|
2023
Q3 | $5.84K | Hold |
15
| – | – | ﹤0.01% | 216 |
|
|
2023
Q2 | $16.2K | Hold |
15
| – | – | 0.01% | 138 |
|
|
2023
Q1 | $4.91K | Buy |
+15
| New | +$4.91K | ﹤0.01% | 212 |
|
|
2022
Q3 | – | Sell |
-15
| Closed | -$5K | – | 585 |
|
|
2022
Q2 | $5K | Hold |
15
| – | – | ﹤0.01% | 260 |
|
|
2022
Q1 | $6K | Hold |
15
| – | – | ﹤0.01% | 247 |
|
|
2021
Q4 | $8K | Hold |
15
| – | – | ﹤0.01% | 227 |
|
|
2021
Q3 | $8K | Hold |
15
| – | – | 0.01% | 248 |
|
|
2021
Q2 | $15K | Buy |
15
+6
| +67% | +$6K | 0.01% | 171 |
|
|
2021
Q1 | $11K | Buy |
+9
| New | +$11K | 0.01% | 186 |
|