Global Retirement 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
$52.9K Buy
+277
New +$52.9K ﹤0.01% 1742
2024
Q4
$83.1K Buy
277
+1
+0.4% +$300 ﹤0.01% 1367
2024
Q3
$79.8K Hold
276
﹤0.01% 1341
2024
Q2
$84.2K Sell
276
-1
-0.4% -$305 ﹤0.01% 1288
2024
Q1
$84.3K Sell
277
-1
-0.4% -$304 ﹤0.01% 1157
2023
Q4
$99.8K Sell
278
-1
-0.4% -$359 ﹤0.01% 1042
2023
Q3
$106K Buy
279
+202
+262% +$76.7K 0.01% 909
2023
Q2
$23.8K Buy
77
+1
+1% +$308 ﹤0.01% 1603
2023
Q1
$23.1K Buy
76
+66
+660% +$20.1K ﹤0.01% 1569
2022
Q4
$3.3K Hold
10
﹤0.01% 2174
2022
Q3
$4K Buy
+10
New +$4K ﹤0.01% 2030