Partnership 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
2024
Q4
Sell
-17
Closed -$4.92K 157
2024
Q3
$4.92K Sell
17
-1,121
-99% -$324K ﹤0.01% 175
2024
Q2
$347K Sell
1,138
-241
-17% -$73.5K 0.26% 70
2024
Q1
$420K Buy
1,379
+394
+40% +$120K 0.29% 75
2023
Q4
$344K Buy
+985
New +$344K 0.26% 77