Allworth Financial’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $193K | Buy |
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|
2025
Q2 | $108K | Buy |
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|
2025
Q1 | $110K | Buy |
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|
2024
Q4 | $109K | Sell |
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|
2024
Q3 | $126K | Sell |
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|
2024
Q2 | $137K | Buy |
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|
2024
Q1 | $123K | Hold |
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|
2023
Q4 | $140K | Buy |
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|
2023
Q3 | $157K | Buy |
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|
2023
Q2 | $124K | Buy |
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|
2023
Q1 | $132K | Sell |
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|
2022
Q4 | $132K | Hold |
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|
2022
Q3 | $130K | Buy |
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|
2022
Q2 | $121K | Hold |
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|
2022
Q1 | $156K | Sell |
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|
2021
Q4 | $214K | Buy |
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|
2021
Q3 | $215K | Buy |
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|
2021
Q2 | $408K | Hold |
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|
2021
Q1 | $483K | Hold |
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|
2020
Q4 | $398K | Hold |
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|
2020
Q3 | $353K | Hold |
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|
2020
Q2 | $215K | Hold |
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|
2020
Q1 | $147K | Sell |
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|
2019
Q4 | $152K | Hold |
|
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|
2019
Q3 | $146K | Hold |
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|
2019
Q2 | $152K | Hold |
|
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|
2019
Q1 | $118K | Hold |
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|
2018
Q4 | $97K | Hold |
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|
2018
Q3 | $116K | Hold |
|
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|
2018
Q2 | $120K | Buy |
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|
2018
Q1 | $76K | Hold |
|
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|
2017
Q4 | $76K | Hold |
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|
2017
Q3 | $62K | Hold |
|
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|
2017
Q2 | $53K | Hold |
|
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|
2017
Q1 | $58K | Hold |
|
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|
2016
Q4 | $68K | Sell |
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|
2016
Q3 | $70K | Hold |
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|
2016
Q2 | $77K | Hold |
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|
2016
Q1 | $83K | Hold |
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|
2015
Q4 | $91K | Hold |
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|
2015
Q3 | $95K | Hold |
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|
2015
Q2 | $104K | Hold |
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|
2015
Q1 | $120K | Buy |
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