SIM
Studio Investment Management’s Boston Beer SAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-40
| Closed | -$9.55K | – | 278 |
|
|
2025
Q1 | $9.55K | Sell |
40
-200
| -83% | -$47.8K | ﹤0.01% | 257 |
|
|
2024
Q4 | $72K | Sell |
240
-67
| -22% | -$20.1K | 0.02% | 184 |
|
|
2024
Q3 | $88.8K | Hold |
307
| – | – | 0.02% | 177 |
|
|
2024
Q2 | $93.7K | Buy |
307
+175
| +133% | +$53.4K | 0.02% | 169 |
|
|
2024
Q1 | $40.2K | Sell |
132
-764
| -85% | -$233K | 0.01% | 188 |
|
|
2023
Q4 | $310K | Sell |
896
-143
| -14% | -$49.4K | 0.08% | 127 |
|
|
2023
Q3 | $405K | Sell |
1,039
-190
| -15% | -$74K | 0.11% | 102 |
|
|
2023
Q2 | $379K | Buy |
1,229
+40
| +3% | +$12.3K | 0.11% | 105 |
|
|
2023
Q1 | $391K | Buy |
1,189
+24
| +2% | +$7.89K | 0.12% | 98 |
|
|
2022
Q4 | $384K | Buy |
1,165
+43
| +4% | +$14.2K | 0.12% | 91 |
|
|
2022
Q3 | $363K | Buy |
1,122
+23
| +2% | +$7.44K | 0.13% | 88 |
|
|
2022
Q2 | $333K | Buy |
+1,099
| New | +$333K | 0.12% | 107 |
|