Bell Investment Advisors’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
Q4 | – | Sell |
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|
2025
Q3 | $1.69K | Buy |
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|
2025
Q2 | $1.15K | Buy |
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|
2025
Q1 | $478 | Buy |
|
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $346 | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $617 | Hold |
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|
2023
Q1 | $658 | Sell |
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|
2022
Q4 | $989 | Buy |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $2K | Buy |
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|
2021
Q4 | $7K | Buy |
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|
2021
Q3 | $2K | Buy |
|