Arax Advisory Partners’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $40.1K | Buy |
174
+172
| +8,600% | +$38.7K | ﹤0.01% | 1774 |
|
|
2025
Q4 | $391 | Sell |
2
-9,890
| -100% | -$2.04M | ﹤0.01% | 3640 |
|
|
2025
Q3 | $2.09M | Buy |
9,892
+9,758
| +7,282% | +$2.08M | 0.03% | 453 |
|
|
2025
Q2 | $39.7K | Buy |
134
+92
| +219% | +$21.2K | ﹤0.01% | 1345 |
|
|
2025
Q1 | $10K | Sell |
42
-254
| -86% | -$61.9K | ﹤0.01% | 1567 |
|
|
2024
Q4 | $88.8K | Buy |
296
+187
| +172% | +$56.4K | 0.01% | 711 |
|
|
2024
Q3 | $31.5K | Buy |
109
+100
| +1,111% | +$27.9K | ﹤0.01% | 901 |
|
|
2024
Q2 | $2.75K | Buy |
+9
| New | +$2.58K | ﹤0.01% | 1844 |
|
|
2023
Q4 | – | Sell |
-6
| Closed | -$2.34K | – | 1408 |
|
|
2023
Q3 | $2.34K | Buy |
+6
| New | +$2.1K | ﹤0.01% | 983 |
|
|
2022
Q4 | – | Sell |
-50
| Closed | -$16K | – | 1336 |
|
|
2022
Q3 | $16K | Hold |
50
| – | – | ﹤0.01% | 601 |
|
|
2022
Q2 | $15K | Hold |
50
| – | – | ﹤0.01% | 596 |
|
|
2022
Q1 | $19K | Hold |
50
| – | – | ﹤0.01% | 582 |
|
|
2021
Q4 | $25K | Hold |
50
| – | – | ﹤0.01% | 555 |
|
|
2021
Q3 | $25K | Hold |
50
| – | – | ﹤0.01% | 537 |
|
|
2021
Q2 | $51K | Buy |
+50
| New | +$56.1K | 0.01% | 466 |
|
|
2020
Q4 | $50K | Hold |
50
| – | – | 0.01% | 411 |
|
|
2020
Q3 | $44K | Hold |
50
| – | – | 0.01% | 398 |
|
|
2020
Q2 | $27K | Hold |
50
| – | – | ﹤0.01% | 447 |
|
|
2020
Q1 | $18K | Hold |
50
| – | – | ﹤0.01% | 466 |
|
|
2019
Q4 | $19K | Hold |
50
| – | – | 0.01% | 421 |
|
|
2019
Q3 | $18K | Hold |
50
| – | – | 0.01% | 419 |
|
|
2019
Q2 | $19K | Buy |
+50
| New | +$15.8K | 0.01% | 416 |
|
|
2018
Q4 | $12K | Hold |
50
| – | – | ﹤0.01% | 423 |
|
|
2018
Q3 | $14K | Buy |
+50
| New | +$15K | 0.01% | 444 |
|
Other funds holding SAM
VPM
VCM
QCM
