Prestige Wealth Management Group’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7
| Closed | -$2.13K | – | 1024 |
|
|
2024
Q1 | $2.13K | Hold |
7
| – | – | ﹤0.01% | 729 |
|
|
2023
Q4 | $2.42K | Hold |
7
| – | – | ﹤0.01% | 712 |
|
|
2023
Q3 | $2.73K | Hold |
7
| – | – | ﹤0.01% | 681 |
|
|
2023
Q2 | $2.16K | Sell |
7
-1
| -13% | -$309 | ﹤0.01% | 743 |
|
|
2023
Q1 | $2.63K | Sell |
8
-6
| -43% | -$1.97K | ﹤0.01% | 696 |
|
|
2022
Q4 | $4.61K | Hold |
14
| – | – | ﹤0.01% | 630 |
|
|
2022
Q3 | $5K | Sell |
14
-2
| -13% | -$714 | ﹤0.01% | 568 |
|
|
2022
Q2 | $5K | Buy |
16
+11
| +220% | +$3.44K | ﹤0.01% | 606 |
|
|
2022
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 804 |
|
|
2021
Q4 | $3K | Sell |
5
-4
| -44% | -$2.4K | ﹤0.01% | 742 |
|
|
2021
Q3 | $5K | Buy |
9
+1
| +13% | +$556 | ﹤0.01% | 651 |
|
|
2021
Q2 | $8K | Buy |
+8
| New | +$8K | ﹤0.01% | 531 |
|