Venturi Wealth Management’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-836
| Closed | -$251K | – | 1572 |
|
|
2024
Q4 | $251K | Buy |
836
+335
| +67% | +$100K | 0.01% | 492 |
|
|
2024
Q3 | $145K | Buy |
501
+458
| +1,065% | +$132K | 0.01% | 487 |
|
|
2024
Q2 | $13.1K | Buy |
+43
| New | +$13.1K | ﹤0.01% | 1042 |
|
|
2024
Q1 | – | Sell |
-38
| Closed | -$13.1K | – | 1431 |
|
|
2023
Q4 | $13.1K | Sell |
38
-14
| -27% | -$4.84K | ﹤0.01% | 813 |
|
|
2023
Q3 | $20.3K | Buy |
+52
| New | +$20.3K | ﹤0.01% | 619 |
|