Carson Wealth (CWM LLC)’s Boston Beer SAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
1,162
+730
| +169% | +$139K | ﹤0.01% | 2082 |
|
|
2025
Q1 | $103K | Sell |
432
-7,244
| -94% | -$1.73M | ﹤0.01% | 2405 |
|
|
2024
Q4 | $2.3M | Buy |
7,676
+2,530
| +49% | +$759K | 0.01% | 731 |
|
|
2024
Q3 | $1.49M | Buy |
5,146
+4,523
| +726% | +$1.31M | 0.01% | 832 |
|
|
2024
Q2 | $190K | Buy |
623
+287
| +85% | +$87.5K | ﹤0.01% | 1614 |
|
|
2024
Q1 | $102K | Buy |
336
+109
| +48% | +$33.1K | ﹤0.01% | 1873 |
|
|
2023
Q4 | $78K | Buy |
227
+34
| +18% | +$11.7K | ﹤0.01% | 1897 |
|
|
2023
Q3 | $75K | Buy |
193
+140
| +264% | +$54.4K | ﹤0.01% | 1818 |
|
|
2023
Q2 | $16K | Buy |
53
+1
| +2% | +$302 | ﹤0.01% | 2790 |
|
|
2023
Q1 | $17K | Buy |
52
+6
| +13% | +$1.96K | ﹤0.01% | 2626 |
|
|
2022
Q4 | $15K | Buy |
46
+20
| +77% | +$6.52K | ﹤0.01% | 2573 |
|
|
2022
Q3 | $8K | Buy |
26
+7
| +37% | +$2.15K | ﹤0.01% | 2842 |
|
|
2022
Q2 | $6K | Sell |
19
-3
| -14% | -$947 | ﹤0.01% | 2914 |
|
|
2022
Q1 | $9K | Buy |
22
+14
| +175% | +$5.73K | ﹤0.01% | 2557 |
|
|
2021
Q4 | $4K | Buy |
+8
| New | +$4K | ﹤0.01% | 2868 |
|
|
2021
Q2 | $10K | Hold |
10
| – | – | ﹤0.01% | 2110 |
|
|
2021
Q1 | $10K | Hold |
10
| – | – | ﹤0.01% | 2110 |
|
|
2020
Q4 | $10K | Hold |
10
| – | – | ﹤0.01% | 2110 |
|
|
2020
Q3 | $10K | Hold |
10
| – | – | ﹤0.01% | 2110 |
|
|
2020
Q2 | $10K | Hold |
10
| – | – | ﹤0.01% | 2110 |
|
|
2020
Q1 | $10K | Hold |
10
| – | – | ﹤0.01% | 2110 |
|
|
2019
Q4 | $10K | Hold |
10
| – | – | ﹤0.01% | 2110 |
|
|
2019
Q3 | $10K | Hold |
10
| – | – | ﹤0.01% | 2110 |
|
|
2019
Q2 | $10K | Hold |
10
| – | – | ﹤0.01% | 2110 |
|
|
2019
Q1 | $10K | Buy |
+10
| New | +$10K | ﹤0.01% | 2110 |
|
|
2016
Q4 | – | Sell |
-47
| Closed | -$7K | – | 1171 |
|
|
2016
Q3 | $7K | Buy |
+47
| New | +$7K | ﹤0.01% | 779 |
|
|
2015
Q4 | – | Sell |
-50
| Closed | -$11K | – | 743 |
|
|
2015
Q3 | $11K | Buy |
+50
| New | +$11K | ﹤0.01% | 443 |
|
|
2014
Q1 | – | Sell |
-100
| Closed | -$24K | – | 384 |
|
|
2013
Q4 | $24K | Hold |
100
| – | – | ﹤0.01% | 323 |
|
|
2013
Q3 | $24K | Buy |
+100
| New | +$24K | 0.01% | 249 |
|