CA
SAM icon

CoreCap Advisors’s Boston Beer SAM Stock Holding History

CoreCap Advisors’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 		$49.6K Buy
280
+40
+17% +$8.11K ﹤0.01% 1410
2026
Q1 		$55.3K Sell
240
-2
-0.8% -$450 ﹤0.01% 1256
2025
Q4 		$47.2K Sell
242
-126
-34% -$26K ﹤0.01% 1363
2025
Q3 		$77.8K Buy
368
+110
+43% +$23.4K ﹤0.01% 1131
2025
Q2 		$49.2K Buy
258
+14
+6% +$3.22K ﹤0.01% 1270
2025
Q1 		$58.3K Buy
244
+16
+7% +$3.9K ﹤0.01% 1113
2024
Q4 		$68.4K Buy
228
+2
+0.9% +$604 ﹤0.01% 1057
2024
Q3 		$65.3K Buy
+226
New +$63K ﹤0.01% 1081
2024
Q2 		– Sell
-266
Closed -$81K – 2404
2024
Q1 		$81K Buy
+266
New +$88.7K ﹤0.01% 924
2022
Q4 		$74.5K Buy
+226
New +$82K 0.01% 840
2022
Q3 		– Sell
-226
Closed -$68K – 1778
2022
Q2 		$68K Buy
+226
New +$78.6K 0.01% 841
2022
Q1 		– Sell
-226
Closed -$114K – 1780
2021
Q4 		$114K Buy
+226
New +$113K 0.01% 709

Other funds holding SAM

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
BFS
Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return