Rise Advisors’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 | $572 | Buy |
+3
| New | +$572 | ﹤0.01% | 1384 |
|
|
2024
Q2 | – | Sell |
-3
| Closed | -$913 | – | 1265 |
|
|
2024
Q1 | $913 | Hold |
3
| – | – | ﹤0.01% | 1185 |
|
|
2023
Q4 | $1.04K | Hold |
3
| – | – | ﹤0.01% | 518 |
|
|
2023
Q3 | $1.17K | Hold |
3
| – | – | ﹤0.01% | 519 |
|
|
2023
Q2 | $925 | Hold |
3
| – | – | ﹤0.01% | 581 |
|
|
2023
Q1 | $986 | Hold |
3
| – | – | ﹤0.01% | 661 |
|
|
2022
Q4 | $989 | Hold |
3
| – | – | ﹤0.01% | 653 |
|
|
2022
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 671 |
|
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 670 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 631 |
|
|
2021
Q4 | $1.52K | Buy |
+3
| New | +$1.52K | ﹤0.01% | 565 |
|