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WR Wealth Planners, LLC

SEC CIK
0002031978
Latest filing
Feb 5, 2025

SAM holding history

Boston Beer Co Inc in every 13F filed by WR Wealth Planners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SAM overviewAll 13F holders of SAMFull Q4 2024 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2023
Holdings of SAM by WR Wealth Planners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−4−100.0%Sold outHolders
Q1 20244$1.22K<0.1%+4NewHolders
Q4 20230$00.0%−12−100.0%Sold outHolders
Q3 202312$4.67K<0.1%+8+200.0%AddedHolders
Q2 20234$1.23K<0.1%00.0%UnchangedHolders
Q1 20234$1.31K<0.1%+4NewHolders