Semus Wealth Partners’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-831
| Closed | -$249K | – | 122 |
|
|
2024
Q4 | $249K | Sell |
831
-200
| -19% | -$60K | 0.17% | 91 |
|
|
2024
Q3 | $298K | Hold |
1,031
| – | – | 0.21% | 89 |
|
|
2024
Q2 | $315K | Buy |
1,031
+200
| +24% | +$61K | 0.24% | 79 |
|
|
2024
Q1 | $253K | Buy |
831
+200
| +32% | +$60.9K | 0.21% | 103 |
|
|
2023
Q4 | $218K | Sell |
631
-2,419
| -79% | -$836K | 0.18% | 114 |
|
|
2023
Q3 | $1.19M | Hold |
3,050
| – | – | 1.11% | 16 |
|
|
2023
Q2 | $941K | Sell |
3,050
-300
| -9% | -$92.5K | 0.86% | 20 |
|
|
2023
Q1 | $1.1M | Buy |
3,350
+700
| +26% | +$230K | 1.18% | 12 |
|
|
2022
Q4 | $873K | Buy |
+2,650
| New | +$873K | 1.06% | 20 |
|