Wealth Enhancement Advisory Services’s Boston Beer SAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Buy |
2,022
+448
| +28% | +$90.1K | ﹤0.01% | 2366 |
|
|
2025
Q1 | $376K | Sell |
1,574
-5,368
| -77% | -$1.28M | ﹤0.01% | 2242 |
|
|
2024
Q4 | $2.08M | Buy |
6,942
+1,228
| +21% | +$368K | ﹤0.01% | 1168 |
|
|
2024
Q3 | $1.65M | Buy |
5,714
+4,546
| +389% | +$1.31M | ﹤0.01% | 1148 |
|
|
2024
Q2 | $356K | Buy |
1,168
+227
| +24% | +$69.2K | ﹤0.01% | 1864 |
|
|
2024
Q1 | $286K | Buy |
941
+133
| +16% | +$40.5K | ﹤0.01% | 1946 |
|
|
2023
Q4 | $279K | Buy |
808
+63
| +8% | +$21.8K | ﹤0.01% | 1862 |
|
|
2023
Q3 | $290K | Buy |
+745
| New | +$290K | ﹤0.01% | 1755 |
|
|
2021
Q2 | – | Sell |
-2,199
| Closed | -$2.69M | – | 306 |
|
|
2021
Q1 | $2.69M | Buy |
2,199
+38
| +2% | +$46.6K | 0.05% | 128 |
|
|
2020
Q4 | $1.96M | Buy |
2,161
+650
| +43% | +$590K | 0.04% | 123 |
|
|
2020
Q3 | $1.43M | Buy |
+1,511
| New | +$1.43M | 0.04% | 170 |
|