Elevation 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 | $3.82K | Hold |
20
| – | – | ﹤0.01% | 416 |
|
2025
Q1 | $4.78K | Hold |
20
| – | – | ﹤0.01% | 404 |
|
2024
Q4 | $6K | Hold |
20
| – | – | ﹤0.01% | 402 |
|
2024
Q3 | $5.78K | Hold |
20
| – | – | ﹤0.01% | 384 |
|
2024
Q2 | $6.1K | Hold |
20
| – | – | ﹤0.01% | 372 |
|
2024
Q1 | $6.09K | Hold |
20
| – | – | ﹤0.01% | 381 |
|
2023
Q4 | $7.79K | Hold |
20
| – | – | ﹤0.01% | 349 |
|
2023
Q3 | $7.79K | Hold |
20
| – | – | 0.01% | 255 |
|
2023
Q2 | $6.17K | Hold |
20
| – | – | 0.01% | 274 |
|
2023
Q1 | $6.57K | Buy |
+20
| New | +$6.57K | 0.01% | 279 |
|