LPL Financial’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
Q3 | $1.36M | Buy |
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|
2025
Q2 | $882K | Sell |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.29M | Buy |
|
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|
2023
Q4 | $1.43M | Sell |
|
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|
2023
Q3 | $1.65M | Buy |
|
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|
2023
Q2 | $1.22M | Sell |
|
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|
2023
Q1 | $1.77M | Sell |
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|
2022
Q4 | $2.12M | Buy |
|
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|
2022
Q3 | $1.55M | Sell |
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|
2022
Q2 | $1.48M | Sell |
|
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|
2022
Q1 | $1.96M | Buy |
|
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|
2021
Q4 | $2.46M | Sell |
|
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|
2021
Q3 | $2.93M | Buy |
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|
2021
Q2 | $5.31M | Buy |
|
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|
2021
Q1 | $4.05M | Sell |
|
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|
2020
Q4 | $3.62M | Sell |
|
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|
2020
Q3 | $3.8M | Buy |
|
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|
2020
Q2 | $2.1M | Sell |
|
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|
2020
Q1 | $1.55M | Buy |
|
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|
2019
Q4 | $1.57M | Buy |
|
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|
2019
Q3 | $1.48M | Sell |
|
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|
2019
Q2 | $2.41M | Buy |
|
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|
2019
Q1 | $1.05M | Sell |
|
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|
2018
Q4 | $891K | Sell |
|
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|
2018
Q3 | $1.12M | Sell |
|
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|
2018
Q2 | $1.25M | Buy |
|
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|
2018
Q1 | $771K | Sell |
|
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|
2017
Q4 | $792K | Buy |
|
|||||
|
2017
Q3 | $623K | Buy |
|
|||||
|
2017
Q2 | $481K | Sell |
|
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|
2017
Q1 | $531K | Sell |
|
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|
2016
Q4 | $701K | Buy |
|
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|
2016
Q3 | $563K | Sell |
|
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|
2016
Q2 | $666K | Buy |
|
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|
2016
Q1 | $319K | Sell |
|
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|
2015
Q4 | $382K | Buy |
|
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|
2015
Q3 | $262K | Buy |
|
|||||
|
2015
Q2 | $244K | Buy |
|
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|
2015
Q1 | $280K | Sell |
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|
2014
Q4 | $310K | Sell |
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|
2014
Q3 | $238K | Buy |
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|
2014
Q2 | $206K | Sell |
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|
2014
Q1 | $232K | Buy |
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|
2013
Q4 | $214K | Sell |
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|
2013
Q3 | $847K | Buy |
|