NewEdge 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 | $382 | Sell |
2
-19
| -90% | -$3.63K | ﹤0.01% | 3826 |
|
|
2025
Q1 | $5.02K | Hold |
21
| – | – | ﹤0.01% | 3300 |
|
|
2024
Q4 | $6.3K | Sell |
21
-19
| -48% | -$5.7K | ﹤0.01% | 3170 |
|
|
2024
Q3 | $11.6K | Hold |
40
| – | – | ﹤0.01% | 2891 |
|
|
2024
Q2 | $12.2K | Sell |
40
-16
| -29% | -$4.88K | ﹤0.01% | 2783 |
|
|
2024
Q1 | $17K | Sell |
56
-19
| -25% | -$5.78K | ﹤0.01% | 2681 |
|
|
2023
Q4 | $25.9K | Buy |
75
+18
| +32% | +$6.22K | ﹤0.01% | 2473 |
|
|
2023
Q3 | $22.2K | Buy |
57
+16
| +39% | +$6.23K | ﹤0.01% | 2349 |
|
|
2023
Q2 | $12.6K | Buy |
41
+39
| +1,950% | +$12K | ﹤0.01% | 2538 |
|
|
2023
Q1 | $657 | Sell |
2
-39
| -95% | -$12.8K | ﹤0.01% | 3211 |
|
|
2022
Q4 | $12.9K | Buy |
+41
| New | +$12.9K | ﹤0.01% | 2285 |
|
|
2020
Q3 | – | Sell |
-1,865
| Closed | -$1M | – | 968 |
|
|
2020
Q2 | $1M | Sell |
1,865
-1,891
| -50% | -$1.01M | 0.04% | 356 |
|
|
2020
Q1 | $1.38M | Buy |
3,756
+1,962
| +109% | +$721K | 0.07% | 252 |
|
|
2019
Q4 | $677K | Buy |
1,794
+54
| +3% | +$20.4K | 0.03% | 444 |
|
|
2019
Q3 | $685K | Buy |
+1,740
| New | +$685K | 0.03% | 413 |
|