Patton Albertson Miller Group’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-500
| Closed | -$255K | – | 251 |
|
|
2021
Q3 | $255K | Hold |
500
| – | – | 0.05% | 225 |
|
|
2021
Q2 | $510K | Hold |
500
| – | – | 0.12% | 140 |
|
|
2021
Q1 | $603K | Hold |
500
| – | – | 0.15% | 128 |
|
|
2020
Q4 | $583K | Hold |
500
| – | – | 0.14% | 132 |
|
|
2020
Q3 | $442K | Buy |
+500
| New | +$442K | 0.13% | 149 |
|