Cerity Partners’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,574
| Closed | -$3.47M | – | 2602 |
|
|
2024
Q4 | $3.47M | Buy |
11,574
+2,062
| +22% | +$618K | 0.01% | 856 |
|
|
2024
Q3 | $2.75M | Buy |
+9,512
| New | +$2.75M | 0.01% | 950 |
|
|
2024
Q2 | – | Sell |
-994
| Closed | -$302K | – | 2382 |
|
|
2024
Q1 | $302K | Buy |
+994
| New | +$302K | ﹤0.01% | 1864 |
|