Summit Place Financial Advisors’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 | $325K | Buy |
1,701
+407
| +31% | +$77.7K | 0.16% | 76 |
|
|
2025
Q1 | $309K | Sell |
1,294
-430
| -25% | -$103K | 0.17% | 83 |
|
|
2024
Q4 | $517K | Sell |
1,724
-764
| -31% | -$229K | 0.29% | 66 |
|
|
2024
Q3 | $719K | Sell |
2,488
-508
| -17% | -$147K | 0.4% | 62 |
|
|
2024
Q2 | $914K | Buy |
2,996
+245
| +9% | +$74.7K | 0.54% | 57 |
|
|
2024
Q1 | $837K | Buy |
2,751
+1,170
| +74% | +$356K | 0.49% | 58 |
|
|
2023
Q4 | $546K | Buy |
+1,581
| New | +$546K | 0.36% | 68 |
|