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Essential Planning’s Boston Beer SAM Stock Holding History

Essential Planning’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,145
Closed -$647K – 252
2024
Q4 		$647K Buy
+2,145
New +$647K ﹤0.01% 253