Caldwell Trust’s Boston Beer SAM Stock Holding History

Caldwell Trust’s Portfolio SAM Stock Details SAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$191K	Hold	1,000
2025 Q1	$239K	Hold	1,000
2024 Q4	$300K	Hold	1,000
2024 Q3	$289K	Hold	1,000
2024 Q2	$305K	Sell	1,000 -200
2024 Q1	$365K	Hold	1,200
2023 Q4	$415K	Hold	1,200
2023 Q3	$467K	Hold	1,200
2023 Q2	$370K	Hold	1,200
2023 Q1	$394K	Hold	1,200
2022 Q4	$395K	Hold	1,200
2022 Q3	$388K	Hold	1,200
2022 Q2	$364K	Hold	1,200
2022 Q1	$466K	Hold	1,200
2021 Q4	$606K	Hold	1,200
2021 Q3	$612K	Hold	1,200
2021 Q2	$1.22M	Hold	1,200
2021 Q1	$1.45M	Hold	1,200
2020 Q4	$1.19M	Hold	1,200
2020 Q3	$1.06M	Hold	1,200
2020 Q2	$644K	Hold	1,200
2020 Q1	$441K	Hold	1,200
2019 Q4	$453K	Buy	+1,200