Concord Wealth 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
Q2 | $19.1K | Hold |
100
| – | – | ﹤0.01% | 466 |
|
|
2025
Q1 | $23.9K | Hold |
100
| – | – | ﹤0.01% | 414 |
|
|
2024
Q4 | $30K | Hold |
100
| – | – | ﹤0.01% | 404 |
|
|
2024
Q3 | $28.9K | Hold |
100
| – | – | ﹤0.01% | 416 |
|
|
2024
Q2 | $30.5K | Hold |
100
| – | – | 0.01% | 370 |
|
|
2024
Q1 | $30.4K | Hold |
100
| – | – | 0.01% | 433 |
|
|
2023
Q4 | $34.6K | Hold |
100
| – | – | 0.01% | 409 |
|
|
2023
Q3 | $39K | Hold |
100
| – | – | 0.01% | 411 |
|
|
2023
Q2 | $30.8K | Hold |
100
| – | – | 0.01% | 433 |
|
|
2023
Q1 | $32.9K | Hold |
100
| – | – | 0.01% | 413 |
|
|
2022
Q4 | $33K | Buy |
+100
| New | +$33K | 0.01% | 453 |
|
|
2022
Q3 | – | Sell |
-55
| Closed | -$17K | – | 942 |
|
|
2022
Q2 | $17K | Hold |
55
| – | – | ﹤0.01% | 578 |
|
|
2022
Q1 | $21K | Hold |
55
| – | – | 0.01% | 625 |
|
|
2021
Q4 | $28K | Buy |
55
+52
| +1,733% | +$26.5K | 0.01% | 573 |
|
|
2021
Q3 | $2K | Hold |
3
| – | – | ﹤0.01% | 779 |
|
|
2021
Q2 | $3K | Hold |
3
| – | – | ﹤0.01% | 838 |
|
|
2021
Q1 | $4K | Hold |
3
| – | – | ﹤0.01% | 729 |
|
|
2020
Q4 | $3K | Buy |
+3
| New | +$3K | ﹤0.01% | 494 |
|