Principal Securities’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 | $68.1K | Buy |
357
+20
| +6% | +$3.82K | ﹤0.01% | 1730 |
|
|
2025
Q1 | $101K | Hold |
337
| – | – | ﹤0.01% | 1438 |
|
|
2024
Q4 | $101K | Sell |
337
-2
| -0.6% | -$600 | ﹤0.01% | 1438 |
|
|
2024
Q3 | $98K | Buy |
339
+66
| +24% | +$19.1K | ﹤0.01% | 1403 |
|
|
2024
Q2 | $83.3K | Hold |
273
| – | – | ﹤0.01% | 1395 |
|
|
2024
Q1 | $83.1K | Buy |
273
+37
| +16% | +$11.3K | ﹤0.01% | 1355 |
|
|
2023
Q4 | $81.6K | Buy |
+236
| New | +$81.6K | ﹤0.01% | 1259 |
|