Steward Partners Investment Advisory’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
Q3 | $112K | Sell |
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|
2025
Q2 | $107K | Hold |
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|
2025
Q1 | $134K | Sell |
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|
2024
Q4 | $176K | Buy |
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|
2024
Q3 | $84.1K | Hold |
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|
2024
Q2 | $88.8K | Hold |
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|
2024
Q1 | $88.6K | Sell |
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|
2023
Q4 | $106K | Buy |
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|
2023
Q3 | $109K | Hold |
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|
2023
Q2 | $86.7K | Hold |
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|
2023
Q1 | $92.4K | Buy |
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|
2022
Q4 | $80.7K | Sell |
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|
2022
Q3 | $115K | Sell |
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|
2022
Q2 | $108K | Sell |
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|
2022
Q1 | $149K | Buy |
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|
2021
Q4 | $187K | Buy |
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|
2021
Q3 | $135K | Buy |
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|
2021
Q2 | $90K | Buy |
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|
2021
Q1 | $57.9K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $7K | Hold |
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|
2018
Q2 | $7K | Hold |
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|
2018
Q1 | $4K | Hold |
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|
2017
Q4 | $4K | Hold |
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|
2017
Q3 | $3K | Sell |
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|
2017
Q2 | $5K | Hold |
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|
2017
Q1 | $5K | Buy |
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