JFS Wealth Advisors’s Boston Beer SAM Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$532	Hold	3	–	–	﹤0.01%	1944
2026 Q1	$692	Buy	3 +2	+200%	+$450	﹤0.01%	1733
2025 Q4	$196	Sell	1 -1	-50%	-$206	﹤0.01%	1865
2025 Q3	$423	Sell	2 -2	-50%	-$425	﹤0.01%	1782
2025 Q2	$764	Buy	+4	New	+$921	﹤0.01%	1626
2025 Q1	–	Sell	-3	Closed	-$900	–	1984
2024 Q4	$900	Buy	+3	New	+$905	﹤0.01%	1690
2024 Q3	–	Sell	-2	Closed	-$611	–	2014
2024 Q2	$611	Hold	2	–	–	﹤0.01%	1775
2024 Q1	$609	Hold	2	–	–	﹤0.01%	1750
2023 Q4	$692	Hold	2	–	–	﹤0.01%	1737
2023 Q3	$780	Buy	2 +1	+100%	+$350	﹤0.01%	1650
2023 Q2	$309	Buy	+1	New	+$322	﹤0.01%	1829
2022 Q2	–	Sell	-2	Closed	-$1K	–	1914
2022 Q1	$1K	Hold	2	–	–	﹤0.01%	1719
2021 Q4	$1K	Buy	+2	New	+$999	﹤0.01%	1539

Other funds holding SAM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return