MWM

MinichMacGregor Wealth Management’s Boston Beer SAM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-255	Closed	-$84K	–	534
2022 Q4	$84K	Buy	+255	New	+$84K	0.03%	131
2021 Q3	–	Sell	-255	Closed	-$260K	–	86
2021 Q2	$260K	Hold	255	–	–	0.09%	71
2021 Q1	$307K	Hold	255	–	–	0.11%	67
2020 Q4	$253K	Hold	255	–	–	0.1%	70
2020 Q3	$225K	Buy	+255	New	+$225K	0.11%	55
2018 Q4	–	Sell	-255	Closed	-$73K	–	429
2018 Q3	$73K	Hold	255	–	–	0.05%	102
2018 Q2	$77K	Hold	255	–	–	0.05%	91
2018 Q1	$48K	Hold	255	–	–	0.04%	117
2017 Q4	$48K	Hold	255	–	–	0.04%	118
2017 Q3	$39K	Hold	255	–	–	0.03%	124
2017 Q2	$33K	Hold	255	–	–	0.03%	130
2017 Q1	$36K	Hold	255	–	–	0.03%	124
2016 Q4	$43K	Hold	255	–	–	0.04%	114
2016 Q3	$39K	Hold	255	–	–	0.04%	136
2016 Q2	$43K	Hold	255	–	–	0.04%	116
2016 Q1	$47K	Hold	255	–	–	0.05%	109
2015 Q4	$67K	Buy	+255	New	+$67K	0.06%	85