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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $76.3K | Sell |
331
-200
| -38% | -$45K | ﹤0.01% | 2539 |
|
|
2025
Q4 | $104K | Buy |
531
+1
| +0.2% | +$206 | ﹤0.01% | 2271 |
|
|
2025
Q3 | $112K | Sell |
530
-30
| -5% | -$6.38K | ﹤0.01% | 2163 |
|
|
2025
Q2 | $107K | Hold |
560
| – | – | ﹤0.01% | 2071 |
|
|
2025
Q1 | $134K | Sell |
560
-28
| -5% | -$6.82K | ﹤0.01% | 1845 |
|
|
2024
Q4 | $176K | Buy |
588
+297
| +102% | +$89.6K | ﹤0.01% | 1689 |
|
|
2024
Q3 | $84.1K | Hold |
291
| – | – | ﹤0.01% | 1968 |
|
|
2024
Q2 | $88.8K | Hold |
291
| – | – | ﹤0.01% | 1840 |
|
|
2024
Q1 | $88.6K | Sell |
291
-15
| -5% | -$5K | ﹤0.01% | 1831 |
|
|
2023
Q4 | $106K | Buy |
306
+25
| +9% | +$8.77K | ﹤0.01% | 1671 |
|
|
2023
Q3 | $109K | Hold |
281
| – | – | ﹤0.01% | 1532 |
|
|
2023
Q2 | $86.7K | Hold |
281
| – | – | ﹤0.01% | 1653 |
|
|
2023
Q1 | $92.4K | Buy |
281
+36
| +15% | +$12.4K | ﹤0.01% | 1621 |
|
|
2022
Q4 | $80.7K | Sell |
245
-110
| -31% | -$39.9K | ﹤0.01% | 1632 |
|
|
2022
Q3 | $115K | Sell |
355
-2
| -0.6% | -$692 | ﹤0.01% | 1441 |
|
|
2022
Q2 | $108K | Sell |
357
-26
| -7% | -$9.05K | ﹤0.01% | 1458 |
|
|
2022
Q1 | $149K | Buy |
383
+12
| +3% | +$5K | ﹤0.01% | 1420 |
|
|
2021
Q4 | $187K | Buy |
371
+107
| +41% | +$53.4K | ﹤0.01% | 1342 |
|
|
2021
Q3 | $135K | Buy |
264
+176
| +200% | +$120K | ﹤0.01% | 1434 |
|
|
2021
Q2 | $90K | Buy |
88
+40
| +83% | +$44.9K | ﹤0.01% | 2411 |
|
|
2021
Q1 | $57.9K | Buy |
+48
| New | +$50.4K | ﹤0.01% | 1908 |
|
|
2018
Q4 | – | Sell |
-25
| Closed | -$7K | – | 1888 |
|
|
2018
Q3 | $7K | Hold |
25
| – | – | ﹤0.01% | 2028 |
|
|
2018
Q2 | $7K | Hold |
25
| – | – | ﹤0.01% | 1883 |
|
|
2018
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 1865 |
|
|
2017
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 1582 |
|
|
2017
Q3 | $3K | Sell |
25
-14
| -36% | -$2.04K | ﹤0.01% | 1427 |
|
|
2017
Q2 | $5K | Hold |
39
| – | – | ﹤0.01% | 1228 |
|
|
2017
Q1 | $5K | Buy |
+39
| New | +$6.1K | ﹤0.01% | 1131 |
|
Other funds holding SAM
VPM
VCM
QCM
