UMB Bank’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 | $51.3K | Sell |
269
-62
| -19% | -$11.8K | ﹤0.01% | 1108 |
|
|
2025
Q1 | $79.1K | Buy |
331
+87
| +36% | +$20.8K | ﹤0.01% | 868 |
|
|
2024
Q4 | $73.2K | Buy |
244
+17
| +7% | +$5.1K | ﹤0.01% | 779 |
|
|
2024
Q3 | $65.6K | Buy |
227
+21
| +10% | +$6.07K | ﹤0.01% | 798 |
|
|
2024
Q2 | $62.8K | Sell |
206
-19
| -8% | -$5.8K | ﹤0.01% | 785 |
|
|
2024
Q1 | $68.5K | Buy |
225
+2
| +0.9% | +$609 | ﹤0.01% | 775 |
|
|
2023
Q4 | $77.1K | Sell |
223
-100
| -31% | -$34.6K | ﹤0.01% | 751 |
|
|
2023
Q3 | $126K | Sell |
323
-11
| -3% | -$4.29K | ﹤0.01% | 653 |
|
|
2023
Q2 | $103K | Hold |
334
| – | – | ﹤0.01% | 695 |
|
|
2023
Q1 | $110K | Hold |
334
| – | – | ﹤0.01% | 672 |
|
|
2022
Q4 | $111K | Sell |
334
-90
| -21% | -$29.9K | ﹤0.01% | 675 |
|
|
2022
Q3 | $137K | Sell |
424
-244
| -37% | -$78.8K | ﹤0.01% | 660 |
|
|
2022
Q2 | $202K | Sell |
668
-2
| -0.3% | -$605 | ﹤0.01% | 623 |
|
|
2022
Q1 | $260K | Sell |
670
-62
| -8% | -$24.1K | ﹤0.01% | 604 |
|
|
2021
Q4 | $370K | Buy |
+732
| New | +$370K | ﹤0.01% | 542 |
|
|
2021
Q3 | – | Sell |
-210
| Closed | -$214K | – | 379 |
|
|
2021
Q2 | $214K | Hold |
210
| – | – | ﹤0.01% | 355 |
|
|
2021
Q1 | $253K | Buy |
210
+5
| +2% | +$6.02K | 0.01% | 328 |
|
|
2020
Q4 | $204K | Buy |
+205
| New | +$204K | 0.01% | 340 |
|