Jones Financial Companies’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 | $66.9K | Sell |
352
-330
| -48% | -$62.8K | ﹤0.01% | 2109 |
|
|
2025
Q1 | $163K | Buy |
682
+109
| +19% | +$26.1K | ﹤0.01% | 1571 |
|
|
2024
Q4 | $172K | Buy |
573
+90
| +19% | +$27K | ﹤0.01% | 1418 |
|
|
2024
Q3 | $137K | Buy |
483
+76
| +19% | +$21.5K | ﹤0.01% | 1282 |
|
|
2024
Q2 | $124K | Buy |
+407
| New | +$124K | ﹤0.01% | 980 |
|