Summit Place Financial Advisors’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
$242K Sell
2025
Q2
$325K Buy
2025
Q1
$309K Sell
2024
Q4
$517K Sell
2024
Q3
$719K Sell
2024
Q2
$914K Buy
2024
Q1
$837K Buy
2023
Q4
$546K Buy