Caldwell Trust’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
Q3 | $211K | Hold |
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|
2025
Q2 | $191K | Hold |
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|
2025
Q1 | $239K | Hold |
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|
2024
Q4 | $300K | Hold |
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|
2024
Q3 | $289K | Hold |
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|
2024
Q2 | $305K | Sell |
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|
2024
Q1 | $365K | Hold |
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|
2023
Q4 | $415K | Hold |
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|
2023
Q3 | $467K | Hold |
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|
2023
Q2 | $370K | Hold |
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|
2023
Q1 | $394K | Hold |
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|
2022
Q4 | $395K | Hold |
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|
2022
Q3 | $388K | Hold |
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|
2022
Q2 | $364K | Hold |
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|
2022
Q1 | $466K | Hold |
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|
2021
Q4 | $606K | Hold |
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|
2021
Q3 | $612K | Hold |
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|
2021
Q2 | $1.22M | Hold |
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|
2021
Q1 | $1.45M | Hold |
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|
2020
Q4 | $1.19M | Hold |
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|
2020
Q3 | $1.06M | Hold |
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|
2020
Q2 | $644K | Hold |
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|
2020
Q1 | $441K | Hold |
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|
2019
Q4 | $453K | Buy |
|