Bell Investment Advisors’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15K | Buy |
6
+4
| +200% | +$763 | ﹤0.01% | 1548 |
|
|
2025
Q1 | $478 | Buy |
+2
| New | +$478 | ﹤0.01% | 1772 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$346 | – | 1937 |
|
|
2023
Q4 | $346 | Buy |
+1
| New | +$346 | ﹤0.01% | 1883 |
|
|
2023
Q3 | – | Sell |
-2
| Closed | -$617 | – | 1985 |
|
|
2023
Q2 | $617 | Hold |
2
| – | – | ﹤0.01% | 1743 |
|
|
2023
Q1 | $658 | Sell |
2
-1
| -33% | -$329 | ﹤0.01% | 1697 |
|
|
2022
Q4 | $989 | Buy |
3
+1
| +50% | +$330 | ﹤0.01% | 1600 |
|
|
2022
Q3 | $1K | Sell |
2
-5
| -71% | -$2.5K | ﹤0.01% | 1557 |
|
|
2022
Q2 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 1223 |
|
|
2021
Q4 | $7K | Buy |
13
+9
| +225% | +$4.85K | ﹤0.01% | 628 |
|
|
2021
Q3 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 1145 |
|