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RDFA
Ritter Daniher Financial Advisory’s
Boston Beer
SAM
Stock Holding History
Ritter Daniher Financial Advisory’s Portfolio
SAM Stock Details
SAM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-8
Closed
-$1.53K
–
472
2025
Q2
$1.53K
Hold
8
–
–
﹤0.01%
306
2025
Q1
$1.91K
Hold
8
–
–
﹤0.01%
283
2024
Q4
$2.4K
Hold
8
–
–
﹤0.01%
272
2024
Q3
$2.31K
Hold
8
–
–
﹤0.01%
279
2024
Q2
$2.44K
Hold
8
–
–
﹤0.01%
278
2024
Q1
$2.44K
Hold
8
–
–
﹤0.01%
271
2023
Q4
$2.77K
Hold
8
–
–
﹤0.01%
298
2023
Q3
$3.12K
Hold
8
–
–
﹤0.01%
289
2023
Q2
$2.47K
Hold
8
–
–
﹤0.01%
279
2023
Q1
$2.63K
Hold
8
–
–
﹤0.01%
247
2022
Q4
$2.64K
Hold
8
–
–
﹤0.01%
234
2022
Q3
$3K
Hold
8
–
–
﹤0.01%
212
2022
Q2
$2K
Hold
8
–
–
﹤0.01%
225
2022
Q1
$3K
Hold
8
–
–
﹤0.01%
215
2021
Q4
$4K
Buy
+8
New
+$4K
﹤0.01%
200
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$666B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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