GSWM
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Golden State Wealth Management’s Boston Beer SAM Stock Holding History

Golden State Wealth Management’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10
Closed -$2.11K – 1752
2025
Q3 		$2.11K Hold
10
– – ﹤0.01% 1386
2025
Q2 		$1.91K Hold
10
– – ﹤0.01% 1361
2025
Q1 		$2.39K Hold
10
– – ﹤0.01% 1289
2024
Q4 		$3K Buy
+10
New +$3.02K ﹤0.01% 1202
2020
Q2 		– Sell
-10
Closed -$4K – 752
2020
Q1 		$4K Buy
+10
New +$3.71K ﹤0.01% 787
2019
Q4 		– Sell
-101
Closed -$37K – 748
2019
Q3 		$37K Buy
101
+91
+910% +$35.8K 0.01% 493
2019
Q2 		$3K Hold
10
– – ﹤0.01% 948
2019
Q1 		$3K Buy
+10
New +$2.73K ﹤0.01% 992

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State Street
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GAM
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