JFS Wealth Advisors’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 | $764 | Buy |
+4
| New | +$764 | ﹤0.01% | 1626 |
|
|
2025
Q1 | – | Sell |
-3
| Closed | -$900 | – | 1984 |
|
|
2024
Q4 | $900 | Buy |
+3
| New | +$900 | ﹤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% | +$390 | ﹤0.01% | 1650 |
|
|
2023
Q2 | $309 | Buy |
+1
| New | +$309 | ﹤0.01% | 1829 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | -$1K | – | 1914 |
|
|
2022
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 1719 |
|
|
2021
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 1538 |
|