United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $273K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $577K | Sell |
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|
2015
Q2 | $699K | Sell |
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|
2015
Q1 | $823K | Sell |
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|
2014
Q4 | $1.04M | Sell |
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|
2014
Q3 | $808K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $990K | Buy |
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|
2013
Q4 | $928K | Sell |
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|
2013
Q3 | $972K | Sell |
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|
2013
Q2 | $757K | Buy |
|