Schechter Investment Advisors, LLC Boston Beer CO Inc Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Boston Beer CO Inc stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 3,269 shares of SAM stock, worth $714,962. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,269

Previous 4,960 34.09%

Holding current value

$714,962

Previous $1.49 Million 47.55%

% of portfolio

0.09%

Previous 0.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$219.16 - $301.26 $370,599 - $509,430	-1,691 Reduced 34.09%	3,269 $780,000
Q4 2024 Feb 06, 2025	BUY	$270.2 - $323.56 $42,961 - $51,446	159 Added 3.31%	4,960 $1.49 Million
Q3 2024 Nov 12, 2024	SELL	$265.09 - $301.9 $20,411 - $23,246	-77 Reduced 1.58%	4,801 $1.39 Million
Q2 2024 Aug 12, 2024	SELL	$255.87 - $313.67 $87,507 - $107,275	-342 Reduced 6.55%	4,878 $1.49 Million
Q1 2024 May 06, 2024	BUY	$289.93 - $370.06 $169,029 - $215,744	583 Added 12.57%	5,220 $1.59 Million
Q4 2023 Jan 17, 2024	BUY	$319.64 - $393.71 $82,467 - $101,577	258 Added 5.89%	4,637 $1.6 Million
Q3 2023 Nov 06, 2023	SELL	$299.76 - $389.53 $158,573 - $206,061	-529 Reduced 10.78%	4,379 $1.71 Million
Q2 2023 Jul 26, 2023	SELL	$303.99 - $342.66 $199,417 - $224,784	-656 Reduced 11.79%	4,908 $1.51 Million
Q1 2023 Apr 28, 2023	BUY	$306.13 - $417.0 $328,171 - $447,024	1,072 Added 23.86%	5,564 $1.83 Million
Q4 2022 Feb 13, 2023	BUY	$328.34 - $415.21 $169,095 - $213,833	515 Added 12.95%	4,492 $1.48 Million
Q3 2022 Nov 04, 2022	BUY	$306.23 - $384.31 $474,962 - $596,064	1,551 Added 63.93%	3,977 $1.29 Million
Q2 2022 Nov 03, 2022	BUY	$289.94 - $396.96 $703,394 - $963,024	2,426 New	2,426 $735,000
Q1 2022 Nov 18, 2022	SELL	$346.62 - $520.2 $370,883 - $556,614	-1,070 Reduced 26.9%	2,907 $1.13 Million
Q4 2021 Dec 27, 2022	SELL	$438.31 - $545.0 $1.05 Million - $1.31 Million	-2,404 Reduced 60.45%	1,573 $795,000

Others Institutions Holding SAM

# of Institutions

366

Shares Held

7.03M

Call Options Held

221K

Put Options Held

160K

View Full List

About BOSTON BEER CO INC

Ticker SAM
Exchange NYSE
Sector Consumer Defensive
Industry Beverages—Brewers
Shares Outstandng 10,227,100
Market Cap $2.24B
Description
The Boston Beer Company, Inc. produces and sells alcohol beverages primarily in the United States. The company's flagship beer is Samuel Adams Boston Lager. It offers various beers, hard ciders, and hard seltzers under the Samuel Adams, Twisted Tea, Truly Hard Seltzer, Angry Orchard, Dogfish Head, Angel City, Coney Island, Concrete Beach brand n...

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Schechter Investment Advisors, LLC Boston Beer CO Inc Transaction History