Balasa Dinverno & Foltz’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $275K | Sell |
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|
2021
Q4 | $494K | Sell |
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|
2021
Q3 | $597K | Sell |
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|
2021
Q2 | $1.52M | Sell |
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|
2021
Q1 | $1.87M | Sell |
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|
2020
Q4 | $1.66M | Buy |
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|
2020
Q3 | $1.44M | Buy |
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|
2020
Q2 | $724K | Sell |
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|
2020
Q1 | $521K | Sell |
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|
2019
Q4 | $707K | Sell |
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|
2019
Q3 | $1.01M | Buy |
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|
2019
Q2 | $834K | Buy |
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|
2019
Q1 | $408K | Sell |
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|
2018
Q4 | $428K | Buy |
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|
2018
Q3 | $380K | Buy |
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|
2018
Q2 | $264K | Buy |
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