Great Valley Advisor Group’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 | $227K | Buy |
1,192
+60
| +5% | +$11.4K | 0.01% | 829 |
|
|
2025
Q1 | $270K | Buy |
1,132
+140
| +14% | +$33.4K | 0.01% | 754 |
|
|
2024
Q4 | $297K | Buy |
992
+125
| +14% | +$37.4K | 0.01% | 696 |
|
|
2024
Q3 | $251K | Buy |
867
+68
| +9% | +$19.7K | 0.01% | 738 |
|
|
2024
Q2 | $244K | Buy |
799
+29
| +4% | +$8.85K | 0.01% | 696 |
|
|
2024
Q1 | $234K | Buy |
+770
| New | +$234K | 0.01% | 665 |
|