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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SAM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SAM Position History
The Boston Beer Company, Inc. • Consumer Defensive
Quarters held
5
Latest value
$1.2M
Q3 2026
Peak value
$2.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.4M |
| Q4 2025 | $1.5M |
| Q1 2026 | $1.9M |
| Q2 2026 | $976K |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 7.1K | — | — |
| Q2 2026 | $976K | 5.5K | — | — |
| Q1 2026 | $1.9M | 9.3K | — | — |
| Q4 2025 | $1.5M | 7.2K | — | — |
| Q3 2025 | $2.4M | 11.0K | — | — |
Other funds holding SAM
$203.6M
$191.4M
$188.6M
$170.8M
$153.1M
$149.4M
$142.5M