Cetera Investment Advisers’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 | $315K | Buy |
1,653
+251
| +18% | +$47.9K | ﹤0.01% | 3349 |
|
|
2025
Q1 | $335K | Buy |
1,402
+133
| +10% | +$31.8K | ﹤0.01% | 3175 |
|
|
2024
Q4 | $381K | Buy |
1,269
+56
| +5% | +$16.8K | ﹤0.01% | 2912 |
|
|
2024
Q3 | $351K | Sell |
1,213
-66
| -5% | -$19.1K | ﹤0.01% | 2936 |
|
|
2024
Q2 | $390K | Sell |
1,279
-143
| -10% | -$43.6K | ﹤0.01% | 2790 |
|
|
2024
Q1 | $433K | Buy |
+1,422
| New | +$433K | ﹤0.01% | 2717 |
|
|
2023
Q1 | – | Sell |
-611
| Closed | -$201K | – | 2210 |
|
|
2022
Q4 | $201K | Buy |
+611
| New | +$201K | ﹤0.01% | 1901 |
|
|
2021
Q3 | – | Sell |
-501
| Closed | -$511K | – | 1847 |
|
|
2021
Q2 | $511K | Buy |
501
+159
| +46% | +$162K | 0.01% | 1115 |
|
|
2021
Q1 | $413K | Sell |
342
-134
| -28% | -$162K | 0.01% | 1084 |
|
|
2020
Q4 | $473K | Buy |
+476
| New | +$473K | 0.01% | 985 |
|