Kestra Advisory Services’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
Q4 | $194K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $255K | Buy |
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|
2024
Q1 | $216K | Sell |
|
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|
2023
Q4 | $280K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $305K | Buy |
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|
2022
Q1 | $217K | Buy |
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|
2021
Q4 | $267K | Sell |
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|
2021
Q3 | $338K | Buy |
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|
2021
Q2 | $330K | Sell |
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|
2021
Q1 | $426K | Sell |
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|
2020
Q4 | $438K | Buy |
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|
2020
Q3 | – | Hold |
|