Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Boston Beer SAM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SAM Stock Details SAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$976K	Sell	5,519 -3,806	-41%	-$772K	﹤0.01%	2087
2026 Q1	$1.88M	Buy	9,325 +2,135	+30%	+$480K	﹤0.01%	1423
2025 Q4	$1.46M	Sell	7,190 -3,846	-35%	-$793K	﹤0.01%	1714
2025 Q3	$2.44M	Buy	11,036 +9,014	+446%	+$1.92M	﹤0.01%	1333
2025 Q2	$407K	Buy	2,022 +448	+28%	+$103K	﹤0.01%	2381
2025 Q1	$376K	Sell	1,574 -5,368	-77%	-$1.31M	﹤0.01%	2260
2024 Q4	$2.08M	Buy	6,942 +1,228	+21%	+$371K	﹤0.01%	1171
2024 Q3	$1.65M	Buy	5,714 +4,546	+389%	+$1.27M	﹤0.01%	1150
2024 Q2	$356K	Buy	1,168 +227	+24%	+$65K	﹤0.01%	1866
2024 Q1	$286K	Buy	941 +133	+16%	+$44.4K	﹤0.01%	1946
2023 Q4	$279K	Buy	808 +63	+8%	+$22.1K	﹤0.01%	1865
2023 Q3	$290K	Buy	+745	New	+$261K	﹤0.01%	1761
2021 Q2	–	Sell	-2,199	Closed	-$2.69M	–	307
2021 Q1	$2.69M	Buy	2,199 +38	+2%	+$39.9K	0.05%	128
2020 Q4	$1.96M	Buy	2,161 +650	+43%	+$624K	0.04%	123
2020 Q3	$1.43M	Buy	+1,511	New	+$1.19M	0.04%	171

Other funds holding SAM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return