O'Shaughnessy Asset Management’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $269K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $54K | Buy |
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|
2021
Q2 | $100K | Hold |
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|
2021
Q1 | $118K | Buy |
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|
2020
Q4 | $96K | Buy |
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|
2020
Q3 | $6K | Sell |
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|
2020
Q2 | $392K | Buy |
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|
2020
Q1 | $267K | Sell |
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|
2019
Q4 | $551K | Sell |
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|
2019
Q3 | $1.02M | Sell |
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|
2019
Q2 | $3.17M | Sell |
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|
2019
Q1 | $10.1M | Sell |
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|
2018
Q4 | $11.6M | Sell |
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|
2018
Q3 | $15.7M | Buy |
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|
2018
Q2 | $15.4M | Buy |
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|
2018
Q1 | $4.22M | Buy |
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|
2017
Q4 | $779K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $4K | Buy |
|