LGT Financial 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
Q1 | – | Sell |
-10
| Closed | -$3K | – | 647 |
|
|
2024
Q4 | $3K | Hold |
10
| – | – | 0.01% | 639 |
|
|
2024
Q3 | $2.89K | Hold |
10
| – | – | 0.01% | 631 |
|
|
2024
Q2 | $3.05K | Hold |
10
| – | – | 0.01% | 674 |
|
|
2024
Q1 | $3.04K | Hold |
10
| – | – | ﹤0.01% | 694 |
|
|
2023
Q4 | $3.46K | Hold |
10
| – | – | ﹤0.01% | 696 |
|
|
2023
Q3 | $3.9K | Buy |
+10
| New | +$3.9K | 0.01% | 675 |
|