Salem Investment Counselors’s Boston Beer SAM Stock Holding History

Salem Investment Counselors’s Portfolio SAM Stock Details SAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.6K	Hold	60	–	–	﹤0.01%	889
2026 Q1	$13.8K	Buy	+60	New	+$13.5K	﹤0.01%	818
2025 Q4	–	Sell	-60	Closed	-$12.7K	–	990
2025 Q3	$12.7K	Hold	60	–	–	﹤0.01%	835
2025 Q2	$11.4K	Hold	60	–	–	﹤0.01%	832
2025 Q1	$14.3K	Hold	60	–	–	﹤0.01%	774
2024 Q4	$18K	Hold	60	–	–	﹤0.01%	739
2024 Q3	$17.3K	Hold	60	–	–	﹤0.01%	763
2024 Q2	$18.3K	Hold	60	–	–	﹤0.01%	735
2024 Q1	$18.3K	Hold	60	–	–	﹤0.01%	728
2023 Q4	$20.7K	Hold	60	–	–	﹤0.01%	689
2023 Q3	$23.4K	Hold	60	–	–	﹤0.01%	652
2023 Q2	$18.5K	Hold	60	–	–	﹤0.01%	707
2023 Q1	$19.7K	Hold	60	–	–	﹤0.01%	692
2022 Q4	$19.8K	Hold	60	–	–	﹤0.01%	661
2022 Q3	$19K	Hold	60	–	–	﹤0.01%	650
2022 Q2	$18K	Hold	60	–	–	﹤0.01%	680
2022 Q1	$23K	Hold	60	–	–	﹤0.01%	630
2021 Q4	$30K	Hold	60	–	–	﹤0.01%	643
2021 Q3	$31K	Sell	60 -40	-40%	-$27.2K	﹤0.01%	572
2021 Q2	$102K	Hold	100	–	–	0.01%	395
2021 Q1	$121K	Hold	100	–	–	0.01%	350
2020 Q4	$99K	Hold	100	–	–	0.01%	352
2020 Q3	$88K	Hold	100	–	–	0.01%	324
2020 Q2	$54K	Hold	100	–	–	﹤0.01%	356
2020 Q1	$37K	Hold	100	–	–	﹤0.01%	374
2019 Q4	$38K	Hold	100	–	–	﹤0.01%	414
2019 Q3	$36K	Hold	100	–	–	﹤0.01%	401
2019 Q2	$38K	Hold	100	–	–	﹤0.01%	405
2019 Q1	$29K	Buy	+100	New	+$27.4K	﹤0.01%	335
2018 Q4	–	Sell	-100	Closed	-$29K	–	348
2018 Q3	$29K	Hold	100	–	–	﹤0.01%	335
2018 Q2	$30K	Hold	100	–	–	﹤0.01%	349
2018 Q1	$19K	Hold	100	–	–	﹤0.01%	398
2017 Q4	$19K	Hold	100	–	–	﹤0.01%	408
2017 Q3	$16K	Hold	100	–	–	﹤0.01%	414
2017 Q2	$13K	Hold	100	–	–	﹤0.01%	449
2017 Q1	$15K	Hold	100	–	–	﹤0.01%	495
2016 Q4	$17K	Hold	100	–	–	﹤0.01%	456
2016 Q3	$155	Buy	+100	New	+$17.4K	﹤0.01%	391

Other funds holding SAM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return