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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.29K | Buy |
36
+23
| +177% | +$5.17K | ﹤0.01% | 3243 |
|
|
2025
Q4 | $2.54K | Sell |
13
-11
| -46% | -$2.27K | ﹤0.01% | 3742 |
|
|
2025
Q3 | $5.07K | Sell |
24
-12
| -33% | -$2.55K | ﹤0.01% | 3242 |
|
|
2025
Q2 | $17.2K | Sell |
36
-29
| -45% | -$6.67K | ﹤0.01% | 2627 |
|
|
2025
Q1 | $15.5K | Hold |
65
| – | – | ﹤0.01% | 2401 |
|
|
2024
Q4 | $19.5K | Buy |
65
+5
| +8% | +$1.51K | ﹤0.01% | 2262 |
|
|
2024
Q3 | $17.3K | Hold |
60
| – | – | ﹤0.01% | 2197 |
|
|
2024
Q2 | $18.3K | Sell |
60
-1,471
| -96% | -$421K | ﹤0.01% | 2126 |
|
|
2024
Q1 | $466K | Buy |
1,531
+522
| +52% | +$174K | 0.02% | 635 |
|
|
2023
Q4 | $349K | Buy |
+1,009
| New | +$354K | 0.02% | 710 |
|
|
2023
Q2 | – | Sell |
-83
| Closed | -$21.2K | – | 3561 |
|
|
2023
Q1 | $21.2K | Buy |
83
+28
| +51% | +$9.63K | ﹤0.01% | 1995 |
|
|
2022
Q4 | $14K | Sell |
55
-34
| -38% | -$12.3K | ﹤0.01% | 3175 |
|
|
2022
Q3 | $23K | Buy |
89
+16
| +22% | +$5.53K | ﹤0.01% | 2969 |
|
|
2022
Q2 | $18K | Hold |
73
| – | – | ﹤0.01% | 2956 |
|
|
2022
Q1 | $18K | Buy |
73
+5
| +7% | +$2.08K | ﹤0.01% | 2956 |
|
|
2021
Q4 | $35K | Buy |
68
+3
| +5% | +$1.5K | ﹤0.01% | 1700 |
|
|
2021
Q3 | $34K | Sell |
65
-472
| -88% | -$321K | ﹤0.01% | 1748 |
|
|
2021
Q2 | $547K | Sell |
537
-23
| -4% | -$25.8K | 0.01% | 521 |
|
|
2021
Q1 | $673K | Buy |
560
+15
| +3% | +$15.7K | 0.01% | 446 |
|
|
2020
Q4 | $542K | Sell |
545
-21
| -4% | -$20.2K | 0.02% | 484 |
|
|
2020
Q3 | $501K | Buy |
566
+62
| +12% | +$49K | 0.03% | 429 |
|
|
2020
Q2 | $276K | Hold |
504
| – | – | 0.02% | 565 |
|
|
2020
Q1 | $178K | Sell |
504
-15
| -3% | -$5.56K | 0.02% | 612 |
|
|
2019
Q4 | $197K | Sell |
519
-10
| -2% | -$3.77K | 0.01% | 672 |
|
|
2019
Q3 | $186K | Buy |
+529
| New | +$208K | 0.01% | 794 |
|
|
2019
Q1 | $4K | Sell |
15
-562
| -97% | -$154K | ﹤0.01% | 1947 |
|
|
2018
Q4 | $138K | Buy |
577
+62
| +12% | +$17.3K | 0.01% | 1029 |
|
|
2018
Q3 | $148K | Sell |
515
-33
| -6% | -$9.91K | 0.01% | 1251 |
|
|
2018
Q2 | $164K | Hold |
548
| – | – | 0.01% | 1185 |
|
|
2018
Q1 | $105K | Hold |
548
| – | – | ﹤0.01% | 1357 |
|
|
2017
Q4 | $105K | Sell |
548
-117
| -18% | -$20.9K | ﹤0.01% | 1369 |
|
|
2017
Q3 | $104K | Sell |
665
-541
| -45% | -$79K | ﹤0.01% | 1531 |
|
|
2017
Q2 | $159K | Buy |
1,206
+136
| +13% | +$19K | 0.01% | 1261 |
|
|
2017
Q1 | $155K | Buy |
1,070
+481
| +82% | +$75.3K | 0.01% | 1250 |
|
|
2016
Q4 | $100K | Buy |
589
+177
| +43% | +$29.3K | ﹤0.01% | 1452 |
|
|
2016
Q3 | $64K | Buy |
412
+245
| +147% | +$42.7K | ﹤0.01% | 1660 |
|
|
2016
Q2 | $29K | Buy |
167
+152
| +1,013% | +$24.6K | ﹤0.01% | 2110 |
|
|
2016
Q1 | $4K | Sell |
15
-286
| -95% | -$52.1K | ﹤0.01% | 1942 |
|
|
2015
Q4 | $61K | Buy |
+301
| New | +$66K | ﹤0.01% | 1483 |
|
Other funds holding SAM
VPM
VCM
QCM
