Cape Investment Advisory’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 | $4.2K | Hold |
22
| – | – | ﹤0.01% | 804 |
|
|
2025
Q1 | $5.25K | Hold |
22
| – | – | ﹤0.01% | 734 |
|
|
2024
Q4 | $6.6K | Hold |
22
| – | – | ﹤0.01% | 675 |
|
|
2024
Q3 | $6.36K | Hold |
22
| – | – | ﹤0.01% | 654 |
|
|
2024
Q2 | $6.71K | Hold |
22
| – | – | ﹤0.01% | 597 |
|
|
2024
Q1 | $6.7K | Hold |
22
| – | – | ﹤0.01% | 606 |
|
|
2023
Q4 | $7.6K | Hold |
22
| – | – | ﹤0.01% | 716 |
|
|
2023
Q3 | $8.57K | Sell |
22
-12
| -35% | -$4.68K | ﹤0.01% | 584 |
|
|
2023
Q2 | $10.5K | Hold |
34
| – | – | 0.01% | 546 |
|
|
2023
Q1 | $11.2K | Buy |
+34
| New | +$11.2K | 0.01% | 519 |
|