SPWG
Sage Private Wealth Group’s Boston Beer SAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
+1,535
| New | +$293K | 0.19% | 73 |
|
|
2025
Q1 | – | Sell |
-787
| Closed | -$236K | – | 93 |
|
|
2024
Q4 | $236K | Sell |
787
-28
| -3% | -$8.4K | 0.18% | 75 |
|
|
2024
Q3 | $236K | Buy |
815
+23
| +3% | +$6.65K | 0.19% | 82 |
|
|
2024
Q2 | $242K | Buy |
792
+34
| +4% | +$10.4K | 0.2% | 77 |
|
|
2024
Q1 | $231K | Buy |
+758
| New | +$231K | 0.18% | 76 |
|
|
2022
Q4 | – | Sell |
-423
| Closed | -$137K | – | 154 |
|
|
2022
Q3 | $137K | Buy |
423
+4
| +1% | +$1.3K | 0.18% | 61 |
|
|
2022
Q2 | $127K | Sell |
419
-19
| -4% | -$5.76K | 0.18% | 61 |
|
|
2022
Q1 | $170K | Buy |
438
+17
| +4% | +$6.6K | 0.17% | 57 |
|
|
2021
Q4 | $212K | Buy |
421
+96
| +30% | +$48.3K | 0.26% | 46 |
|
|
2021
Q3 | $166K | Sell |
325
-5
| -2% | -$2.55K | 0.23% | 51 |
|
|
2021
Q2 | $337K | Hold |
330
| – | – | 0.46% | 25 |
|
|
2021
Q1 | $398K | Sell |
330
-36
| -10% | -$43.4K | 0.69% | 17 |
|
|
2020
Q4 | $364K | Buy |
+366
| New | +$364K | 1.02% | 17 |
|