Bartlett & Co Wealth Management’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-33
| Closed | -$10K | – | 1258 |
|
|
2022
Q2 | $10K | Hold |
33
| – | – | ﹤0.01% | 863 |
|
|
2022
Q1 | $12.8K | Buy |
+33
| New | +$12.8K | ﹤0.01% | 797 |
|
|
2021
Q4 | – | Sell |
-33
| Closed | -$16.8K | – | 786 |
|
|
2021
Q3 | $16.8K | Hold |
33
| – | – | ﹤0.01% | 654 |
|
|
2021
Q2 | $33.7K | Hold |
33
| – | – | ﹤0.01% | 566 |
|
|
2021
Q1 | $39.8K | Hold |
33
| – | – | ﹤0.01% | 577 |
|
|
2020
Q4 | $32.8K | Hold |
33
| – | – | ﹤0.01% | 598 |
|
|
2020
Q3 | $29.2K | Hold |
33
| – | – | ﹤0.01% | 573 |
|
|
2020
Q2 | $17.7K | Hold |
33
| – | – | ﹤0.01% | 623 |
|
|
2020
Q1 | $12.1K | Hold |
33
| – | – | ﹤0.01% | 637 |
|
|
2019
Q4 | $12.5K | Hold |
33
| – | – | ﹤0.01% | 705 |
|
|
2019
Q3 | $12K | Hold |
33
| – | – | ﹤0.01% | 715 |
|
|
2019
Q2 | $12.5K | Hold |
33
| – | – | ﹤0.01% | 575 |
|
|
2019
Q1 | $9.73K | Hold |
33
| – | – | ﹤0.01% | 583 |
|
|
2018
Q4 | $7.95K | Hold |
33
| – | – | ﹤0.01% | 597 |
|
|
2018
Q3 | $9.49K | Hold |
33
| – | – | ﹤0.01% | 605 |
|
|
2018
Q2 | $9.89K | Hold |
33
| – | – | ﹤0.01% | 597 |
|
|
2018
Q1 | $6.24K | Buy |
+33
| New | +$6.24K | ﹤0.01% | 644 |
|