Clearstead Advisors’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 | $17.9K | Buy |
+94
| New | +$17.9K | ﹤0.01% | 1664 |
|
|
2024
Q1 | – | Sell |
-10
| Closed | -$3.46K | – | 1617 |
|
|
2023
Q4 | $3.46K | Sell |
10
-2
| -17% | -$691 | ﹤0.01% | 1208 |
|
|
2023
Q3 | $4.68K | Buy |
12
+6
| +100% | +$2.34K | ﹤0.01% | 1255 |
|
|
2023
Q2 | $1.85K | Hold |
6
| – | – | ﹤0.01% | 1168 |
|
|
2023
Q1 | $1.97K | Hold |
6
| – | – | ﹤0.01% | 1136 |
|
|
2022
Q4 | $1.98K | Buy |
+6
| New | +$1.98K | ﹤0.01% | 1091 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | -$2K | – | 1343 |
|
|
2022
Q2 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 1127 |
|