Symphony Financial’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,100
| Closed | -$827K | – | 206 |
|
|
2023
Q3 | $827K | Buy |
+2,100
| New | +$827K | 0.2% | 83 |
|
|
2023
Q2 | – | Sell |
-1,550
| Closed | -$507K | – | 208 |
|
|
2023
Q1 | $507K | Buy |
1,550
+600
| +63% | +$196K | 0.13% | 131 |
|
|
2022
Q4 | $311K | Sell |
950
-1,250
| -57% | -$410K | 0.08% | 166 |
|
|
2022
Q3 | $731K | Buy |
+2,200
| New | +$731K | 0.24% | 94 |
|