Loring Wolcott & Coolidge Fiduciary Advisors’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
Q2 | $12K | Hold |
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|
2025
Q1 | $15.5K | Hold |
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|
2024
Q4 | $16K | Hold |
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|
2024
Q3 | $19K | Hold |
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|
2024
Q2 | $18.1K | Sell |
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|
2024
Q1 | $94.9K | Hold |
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|
2023
Q4 | $115K | Hold |
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|
2023
Q3 | $109K | Sell |
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|
2023
Q2 | $118K | Hold |
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|
2023
Q1 | $126K | Hold |
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|
2022
Q4 | $126K | Hold |
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|
2022
Q3 | $124K | Hold |
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|
2022
Q2 | $116K | Hold |
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|
2022
Q1 | $149K | Hold |
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|
2021
Q4 | $193K | Hold |
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|
2021
Q3 | $195K | Sell |
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|
2021
Q2 | $428K | Sell |
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|
2021
Q1 | $584K | Sell |
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|
2020
Q4 | $591K | Sell |
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|
2020
Q3 | $542K | Hold |
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|
2020
Q2 | $330K | Hold |
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|
2020
Q1 | $226K | Sell |
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|
2019
Q4 | $298K | Sell |
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|
2019
Q3 | $387K | Hold |
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|
2019
Q2 | $402K | Sell |
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|
2019
Q1 | $328K | Hold |
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|
2018
Q4 | $268K | Buy |
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|
2018
Q3 | $265K | Hold |
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|
2018
Q2 | $276K | Hold |
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|
2018
Q1 | $174K | Buy |
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|
2017
Q4 | $165K | Sell |
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|
2017
Q3 | $151K | Hold |
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|
2017
Q2 | $151K | Hold |
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|
2017
Q1 | $139K | Sell |
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|
2016
Q4 | $172K | Sell |
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|
2016
Q3 | $280K | Buy |
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|
2016
Q2 | $292K | Sell |
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|
2016
Q1 | $694K | Sell |
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|
2015
Q4 | $1.01M | Sell |
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|
2015
Q3 | $1.24M | Hold |
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|
2015
Q2 | $1.24M | Sell |
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|
2015
Q1 | $1.44M | Hold |
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|
2014
Q4 | $1.56M | Buy |
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|
2014
Q3 | $296K | Buy |
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|
2014
Q2 | $270K | Buy |
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|
2014
Q1 | $247K | Sell |
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|
2013
Q4 | $266K | Hold |
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|
2013
Q3 | $269K | Hold |
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|
2013
Q2 | $188K | Buy |
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