Financial Counselors Inc’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,551
| Closed | -$1.99M | – | 580 |
|
|
2024
Q1 | $1.99M | Buy |
6,551
+766
| +13% | +$233K | 0.03% | 266 |
|
|
2023
Q4 | $2M | Sell |
5,785
-381
| -6% | -$132K | 0.04% | 270 |
|
|
2023
Q3 | $2.4M | Buy |
6,166
+85
| +1% | +$33.1K | 0.05% | 243 |
|
|
2023
Q2 | $1.88M | Buy |
6,081
+137
| +2% | +$42.3K | 0.04% | 254 |
|
|
2023
Q1 | $1.95M | Buy |
5,944
+115
| +2% | +$37.8K | 0.04% | 251 |
|
|
2022
Q4 | $1.92M | Sell |
5,829
-237
| -4% | -$78.1K | 0.04% | 249 |
|
|
2022
Q3 | $1.96M | Buy |
6,066
+97
| +2% | +$31.4K | 0.05% | 237 |
|
|
2022
Q2 | $1.81M | Buy |
+5,969
| New | +$1.81M | 0.04% | 249 |
|