Northwestern Mutual Wealth Management’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 | $79K | Buy |
414
+10
| +2% | +$1.91K | ﹤0.01% | 2082 |
|
|
2025
Q1 | $96.5K | Sell |
404
-14
| -3% | -$3.34K | ﹤0.01% | 1942 |
|
|
2024
Q4 | $125K | Buy |
418
+14
| +3% | +$4.2K | ﹤0.01% | 1830 |
|
|
2024
Q3 | $117K | Sell |
404
-63
| -13% | -$18.2K | ﹤0.01% | 1835 |
|
|
2024
Q2 | $142K | Sell |
467
-48
| -9% | -$14.6K | ﹤0.01% | 1686 |
|
|
2024
Q1 | $157K | Sell |
515
-47
| -8% | -$14.3K | ﹤0.01% | 1639 |
|
|
2023
Q4 | $194K | Buy |
562
+29
| +5% | +$10K | ﹤0.01% | 1518 |
|
|
2023
Q3 | $208K | Sell |
533
-112
| -17% | -$43.6K | ﹤0.01% | 1447 |
|
|
2023
Q2 | $199K | Buy |
645
+154
| +31% | +$47.5K | ﹤0.01% | 1462 |
|
|
2023
Q1 | $161K | Buy |
491
+41
| +9% | +$13.5K | ﹤0.01% | 1522 |
|
|
2022
Q4 | $148K | Buy |
450
+38
| +9% | +$12.5K | ﹤0.01% | 1506 |
|
|
2022
Q3 | $133K | Sell |
412
-479
| -54% | -$155K | ﹤0.01% | 1547 |
|
|
2022
Q2 | $270K | Sell |
891
-68
| -7% | -$20.6K | ﹤0.01% | 1293 |
|
|
2022
Q1 | $373K | Sell |
959
-485
| -34% | -$189K | ﹤0.01% | 1189 |
|
|
2021
Q4 | $729K | Sell |
1,444
-311
| -18% | -$157K | ﹤0.01% | 933 |
|
|
2021
Q3 | $895K | Buy |
1,755
+1,085
| +162% | +$553K | ﹤0.01% | 792 |
|
|
2021
Q2 | $684K | Sell |
670
-76
| -10% | -$77.6K | ﹤0.01% | 866 |
|
|
2021
Q1 | $900K | Sell |
746
-444
| -37% | -$536K | ﹤0.01% | 743 |
|
|
2020
Q4 | $1.18M | Sell |
1,190
-55
| -4% | -$54.7K | ﹤0.01% | 600 |
|
|
2020
Q3 | $1.1M | Buy |
1,245
+830
| +200% | +$733K | ﹤0.01% | 562 |
|
|
2020
Q2 | $223K | Sell |
415
-292
| -41% | -$157K | ﹤0.01% | 930 |
|
|
2020
Q1 | $260K | Buy |
707
+30
| +4% | +$11K | ﹤0.01% | 810 |
|
|
2019
Q4 | $256K | Sell |
677
-35
| -5% | -$13.2K | ﹤0.01% | 860 |
|
|
2019
Q3 | $259K | Buy |
712
+165
| +30% | +$60K | ﹤0.01% | 811 |
|
|
2019
Q2 | $207K | Hold |
547
| – | – | ﹤0.01% | 875 |
|
|
2019
Q1 | $161K | Sell |
547
-91
| -14% | -$26.8K | ﹤0.01% | 924 |
|
|
2018
Q4 | $154K | Sell |
638
-82
| -11% | -$19.8K | ﹤0.01% | 864 |
|
|
2018
Q3 | $207K | Sell |
720
-12
| -2% | -$3.45K | ﹤0.01% | 795 |
|
|
2018
Q2 | $219K | Sell |
732
-30
| -4% | -$8.98K | ﹤0.01% | 743 |
|
|
2018
Q1 | $144K | Buy |
762
+5
| +0.7% | +$945 | ﹤0.01% | 837 |
|
|
2017
Q4 | $145K | Sell |
757
-85
| -10% | -$16.3K | ﹤0.01% | 821 |
|
|
2017
Q3 | $132K | Hold |
842
| – | – | ﹤0.01% | 819 |
|
|
2017
Q2 | $111K | Buy |
842
+411
| +95% | +$54.2K | ﹤0.01% | 847 |
|
|
2017
Q1 | $62K | Sell |
431
-73
| -14% | -$10.5K | ﹤0.01% | 971 |
|
|
2016
Q4 | $86K | Buy |
+504
| New | +$86K | ﹤0.01% | 861 |
|
|
2016
Q3 | – | Sell |
-493
| Closed | -$84K | – | 1267 |
|
|
2016
Q2 | $84K | Sell |
493
-120
| -20% | -$20.4K | ﹤0.01% | 779 |
|
|
2016
Q1 | $114K | Buy |
613
+16
| +3% | +$2.98K | ﹤0.01% | 668 |
|
|
2015
Q4 | $121K | Buy |
597
+212
| +55% | +$43K | ﹤0.01% | 595 |
|
|
2015
Q3 | $81K | Buy |
385
+63
| +20% | +$13.3K | ﹤0.01% | 623 |
|
|
2015
Q2 | $75K | Buy |
322
+22
| +7% | +$5.12K | ﹤0.01% | 596 |
|
|
2015
Q1 | $80K | Sell |
300
-8
| -3% | -$2.13K | ﹤0.01% | 573 |
|
|
2014
Q4 | $89K | Sell |
308
-120
| -28% | -$34.7K | ﹤0.01% | 546 |
|
|
2014
Q3 | $95K | Buy |
428
+89
| +26% | +$19.8K | ﹤0.01% | 503 |
|
|
2014
Q2 | $76K | Buy |
339
+39
| +13% | +$8.74K | ﹤0.01% | 531 |
|
|
2014
Q1 | $73K | Hold |
300
| – | – | ﹤0.01% | 546 |
|
|
2013
Q4 | $73K | Buy |
+300
| New | +$73K | ﹤0.01% | 541 |
|
|
2013
Q3 | – | Sell |
-33
| Closed | -$6K | – | 1461 |
|
|
2013
Q2 | $6K | Buy |
+33
| New | +$6K | ﹤0.01% | 931 |
|