IFP Advisors’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $17.2K | Sell |
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|
2025
Q1 | $15.5K | Hold |
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|
2024
Q4 | $19.5K | Buy |
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|
2024
Q3 | $17.3K | Hold |
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|
2024
Q2 | $18.3K | Sell |
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|
2024
Q1 | $466K | Buy |
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|
2023
Q4 | $349K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $21.2K | Buy |
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|
2022
Q4 | $14K | Sell |
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|
2022
Q3 | $23K | Buy |
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|
2022
Q2 | $18K | Hold |
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|
2022
Q1 | $18K | Buy |
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|
2021
Q4 | $35K | Buy |
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|
2021
Q3 | $34K | Sell |
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|
2021
Q2 | $547K | Sell |
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|
2021
Q1 | $673K | Buy |
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|
2020
Q4 | $542K | Sell |
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|
2020
Q3 | $501K | Buy |
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|
2020
Q2 | $276K | Hold |
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|
2020
Q1 | $178K | Sell |
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|
2019
Q4 | $197K | Sell |
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|
2019
Q3 | $186K | Buy |
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|
2019
Q1 | $4K | Sell |
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|
2018
Q4 | $138K | Buy |
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|
2018
Q3 | $148K | Sell |
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|
2018
Q2 | $164K | Hold |
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|
2018
Q1 | $105K | Hold |
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|
2017
Q4 | $105K | Sell |
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|
2017
Q3 | $104K | Sell |
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|
2017
Q2 | $159K | Buy |
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|
2017
Q1 | $155K | Buy |
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|
2016
Q4 | $100K | Buy |
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|
2016
Q3 | $64K | Buy |
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|
2016
Q2 | $29K | Buy |
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|
2016
Q1 | $4K | Sell |
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|
2015
Q4 | $61K | Buy |
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