EverSource Wealth Advisors’s Boston Beer SAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1K | Buy |
11
+9
| +450% | +$1.72K | ﹤0.01% | 3489 |
|
|
2025
Q1 | $478 | Sell |
2
-91
| -98% | -$21.7K | ﹤0.01% | 3470 |
|
|
2024
Q4 | $27.9K | Buy |
93
+89
| +2,225% | +$26.7K | ﹤0.01% | 1459 |
|
|
2024
Q3 | $1.16K | Sell |
4
-3
| -43% | -$867 | ﹤0.01% | 2692 |
|
|
2024
Q2 | $1.96K | Buy |
+7
| New | +$1.96K | ﹤0.01% | 2552 |
|
|
2023
Q4 | – | Sell |
-4
| Closed | -$1.56K | – | 2734 |
|
|
2023
Q3 | $1.56K | Sell |
4
-72
| -95% | -$28K | ﹤0.01% | 2084 |
|
|
2023
Q2 | $23.4K | Buy |
76
+72
| +1,800% | +$22.2K | ﹤0.01% | 1092 |
|
|
2023
Q1 | $1.32K | Buy |
+4
| New | +$1.32K | ﹤0.01% | 2052 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | -$3K | – | 1826 |
|
|
2021
Q4 | $3K | Buy |
+5
| New | +$3K | ﹤0.01% | 1454 |
|