Clearstead Advisors’s Boston Beer SAM Stock Holding History

Clearstead Advisors’s Portfolio SAM Stock Details SAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$71.5K	Buy
2025 Q2	$17.9K	Buy
2024 Q1	–	Sell
2023 Q4	$3.46K	Sell
2023 Q3	$4.68K	Buy
2023 Q2	$1.85K	Hold
2023 Q1	$1.97K	Hold
2022 Q4	$1.98K	Buy
2022 Q3	–	Sell
2022 Q2	$2K	Buy