Diversified Trust’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $227K | Sell |
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|
2025
Q2 | $313K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $414K | Sell |
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|
2022
Q3 | $421K | Buy |
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|
2022
Q2 | $379K | Sell |
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|
2022
Q1 | $487K | Buy |
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|
2021
Q4 | $518K | Buy |
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|
2021
Q3 | $472K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $214K | Sell |
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|
2020
Q2 | $376K | Buy |
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|
2020
Q1 | $248K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $227K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $218K | Buy |
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