Kozak & Associates’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 | $9.31K | Hold |
48
| – | – | ﹤0.01% | 252 |
|
|
2025
Q1 | $11.7K | Hold |
48
| – | – | ﹤0.01% | 207 |
|
|
2024
Q4 | $13.9K | Hold |
48
| – | – | ﹤0.01% | 206 |
|
|
2024
Q3 | $13.8K | Hold |
48
| – | – | ﹤0.01% | 211 |
|
|
2024
Q2 | $14.2K | Hold |
48
| – | – | ﹤0.01% | 200 |
|
|
2024
Q1 | $13.6K | Sell |
48
-1
| -2% | -$282 | ﹤0.01% | 211 |
|
|
2023
Q4 | $17.6K | Hold |
49
| – | – | 0.01% | 193 |
|
|
2023
Q3 | $17.7K | Hold |
49
| – | – | 0.01% | 201 |
|
|
2023
Q2 | $15.2K | Hold |
49
| – | – | 0.01% | 201 |
|
|
2023
Q1 | $16.1K | Buy |
+49
| New | +$16.1K | 0.01% | 202 |
|