Mercer Global 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
Q2 | $235K | Buy |
+1,234
| New | +$235K | ﹤0.01% | 1966 |
|
|
2025
Q1 | – | Sell |
-1,286
| Closed | -$386K | – | 2241 |
|
|
2024
Q4 | $386K | Buy |
+1,286
| New | +$386K | ﹤0.01% | 1600 |
|
|
2024
Q3 | – | Sell |
-3,473
| Closed | -$532K | – | 2039 |
|
|
2024
Q2 | $532K | Buy |
+3,473
| New | +$532K | ﹤0.01% | 1278 |
|
|
2022
Q1 | – | Sell |
-561
| Closed | -$283K | – | 1932 |
|
|
2021
Q4 | $283K | Buy |
561
+111
| +25% | +$56K | ﹤0.01% | 1496 |
|
|
2021
Q3 | $229K | Sell |
450
-686
| -60% | -$349K | ﹤0.01% | 1548 |
|
|
2021
Q2 | $1.16M | Buy |
1,136
+168
| +17% | +$172K | 0.01% | 769 |
|
|
2021
Q1 | $1.17M | Buy |
968
+142
| +17% | +$171K | 0.01% | 724 |
|
|
2020
Q4 | $821K | Sell |
826
-130
| -14% | -$129K | 0.01% | 673 |
|
|
2020
Q3 | $844K | Buy |
+956
| New | +$844K | 0.01% | 599 |
|