Rise Advisors’s Boston Beer SAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$572 Buy
2024
Q2
Sell
2024
Q1
$913 Hold
2023
Q4
$1.04K Hold
2023
Q3
$1.17K Hold
2023
Q2
$925 Hold
2023
Q1
$986 Hold
2022
Q4
$989 Hold
2022
Q3
$1K Hold
2022
Q2
$1K Hold
2022
Q1
$1K Hold
2021
Q4
$1.51K Buy