DI
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DAGCO Inc’s Boston Beer SAM Stock Holding History

DAGCO Inc’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
2026
Q2 		– Sell
-50
Closed -$11.5K – 294
2026
Q1 		$11.5K Hold
50
– – ﹤0.01% 267
2025
Q4 		$9.76K Hold
50
– – ﹤0.01% 284
2025
Q3 		$10.6K Hold
50
– – ﹤0.01% 271
2025
Q2 		$9.54K Hold
50
– – ﹤0.01% 266
2025
Q1 		$11.9K Buy
+50
New +$12.2K ﹤0.01% 236
2024
Q4 		– Sell
-50
Closed -$14.5K – 176
2024
Q3 		$14.5K Hold
50
– – 0.01% 175
2024
Q2 		$15.3K Hold
50
– – 0.01% 172
2024
Q1 		$15.2K Buy
+50
New +$16.7K 0.01% 167

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1IA
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IRC
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CA
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VCM
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GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
BFS
Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return