TD Private Client Wealth’s Boston Beer SAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.92K | Buy |
31
+9
| +41% | +$1.72K | ﹤0.01% | 1102 |
|
|
2025
Q1 | $5.25K | Buy |
22
+1
| +5% | +$239 | ﹤0.01% | 1077 |
|
|
2024
Q4 | $6.3K | Sell |
21
-4
| -16% | -$1.2K | ﹤0.01% | 1094 |
|
|
2024
Q3 | $7.23K | Hold |
25
| – | – | ﹤0.01% | 1088 |
|
|
2024
Q2 | $7.63K | Sell |
25
-16
| -39% | -$4.88K | ﹤0.01% | 1067 |
|
|
2024
Q1 | $12.5K | Sell |
41
-6
| -13% | -$1.83K | ﹤0.01% | 1010 |
|
|
2023
Q4 | $16.2K | Sell |
47
-24
| -34% | -$8.29K | ﹤0.01% | 981 |
|
|
2023
Q3 | $27.7K | Buy |
71
+49
| +223% | +$19.1K | ﹤0.01% | 883 |
|
|
2023
Q2 | $6.79K | Hold |
22
| – | – | ﹤0.01% | 1098 |
|
|
2023
Q1 | $7.23K | Sell |
22
-1,580
| -99% | -$519K | ﹤0.01% | 1077 |
|
|
2022
Q4 | $528K | Sell |
1,602
-1,457
| -48% | -$480K | 0.02% | 414 |
|
|
2022
Q3 | $990K | Buy |
3,059
+9
| +0.3% | +$2.91K | 0.05% | 312 |
|
|
2022
Q2 | $924K | Buy |
3,050
+301
| +11% | +$91.2K | 0.05% | 322 |
|
|
2022
Q1 | $1.07M | Buy |
2,749
+2,748
| +274,800% | +$1.07M | 0.05% | 326 |
|
|
2021
Q4 | $505 | Buy |
+1
| New | +$505 | ﹤0.01% | 1133 |
|
|
2021
Q3 | – | Sell |
-7
| Closed | -$7.15K | – | 1238 |
|
|
2021
Q2 | $7.15K | Hold |
7
| – | – | ﹤0.01% | 927 |
|
|
2021
Q1 | $8.44K | Hold |
7
| – | – | ﹤0.01% | 897 |
|
|
2020
Q4 | $6.96K | Buy |
7
+3
| +75% | +$2.98K | ﹤0.01% | 863 |
|
|
2020
Q3 | $3.53K | Buy |
+4
| New | +$3.53K | ﹤0.01% | 868 |
|