Sage Private Wealth Group’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
Q2 | $293K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $236K | Sell |
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|
2024
Q3 | $236K | Buy |
|
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|
2024
Q2 | $242K | Buy |
|
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|
2024
Q1 | $231K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $137K | Buy |
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|
2022
Q2 | $127K | Sell |
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|
2022
Q1 | $170K | Buy |
|
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|
2021
Q4 | $212K | Buy |
|
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|
2021
Q3 | $166K | Sell |
|
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|
2021
Q2 | $337K | Hold |
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|
2021
Q1 | $398K | Sell |
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|
2020
Q4 | $364K | Buy |
|