Spire Wealth Management’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3K | Buy |
+101
| New | +$19.3K | ﹤0.01% | 1529 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | -$1.32K | – | 2516 |
|
|
2023
Q1 | $1.32K | Sell |
4
-3
| -43% | -$986 | ﹤0.01% | 2351 |
|
|
2022
Q4 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 2096 |
|
|
2022
Q2 | – | Sell |
-208
| Closed | -$81K | – | 2814 |
|
|
2022
Q1 | $81K | Hold |
208
| – | – | ﹤0.01% | 1250 |
|
|
2021
Q4 | $105K | Sell |
208
-238
| -53% | -$120K | ﹤0.01% | 1384 |
|
|
2021
Q3 | $227K | Buy |
446
+120
| +37% | +$61.1K | 0.01% | 870 |
|
|
2021
Q2 | $333K | Buy |
326
+200
| +159% | +$204K | 0.01% | 735 |
|
|
2021
Q1 | $152K | Buy |
+126
| New | +$152K | ﹤0.01% | 1187 |
|