Zurich Cantonal Bank’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $377K | Hold |
1,635
| – | – | ﹤0.01% | 1971 |
|
|
2025
Q4 | $319K | Hold |
1,635
| – | – | ﹤0.01% | 2029 |
|
|
2025
Q3 | $346K | Hold |
1,635
| – | – | ﹤0.01% | 1928 |
|
|
2025
Q2 | $312K | Sell |
1,635
-882
| -35% | -$203K | ﹤0.01% | 1936 |
|
|
2025
Q1 | $601K | Hold |
2,517
| – | – | ﹤0.01% | 1489 |
|
|
2024
Q4 | $755K | Buy |
2,517
+257
| +11% | +$77.6K | ﹤0.01% | 1378 |
|
|
2024
Q3 | $653K | Hold |
2,260
| – | – | ﹤0.01% | 1379 |
|
|
2024
Q2 | $689K | Buy |
2,260
+200
| +10% | +$57.3K | ﹤0.01% | 1267 |
|
|
2024
Q1 | $627K | Hold |
2,060
| – | – | ﹤0.01% | 1324 |
|
|
2023
Q4 | $712K | Buy |
2,060
+542
| +36% | +$190K | ﹤0.01% | 1263 |
|
|
2023
Q3 | $591K | Buy |
1,518
+196
| +15% | +$68.7K | ﹤0.01% | 1288 |
|
|
2023
Q2 | $408K | Hold |
1,322
| – | – | ﹤0.01% | 1477 |
|
|
2023
Q1 | $435K | Buy |
1,322
+228
| +21% | +$78.4K | ﹤0.01% | 1379 |
|
|
2022
Q4 | $360K | Sell |
1,094
-177
| -14% | -$64.2K | ﹤0.01% | 1443 |
|
|
2022
Q3 | $411K | Buy |
1,271
+236
| +23% | +$81.6K | ﹤0.01% | 1317 |
|
|
2022
Q2 | $314K | Sell |
1,035
-223
| -18% | -$77.6K | ﹤0.01% | 1527 |
|
|
2022
Q1 | $489K | Buy |
1,258
+110
| +10% | +$45.9K | ﹤0.01% | 1336 |
|
|
2021
Q4 | $580K | Sell |
1,148
-403
| -26% | -$201K | ﹤0.01% | 1333 |
|
|
2021
Q3 | $791K | Hold |
1,551
| – | – | ﹤0.01% | 1025 |
|
|
2021
Q2 | $1.58M | Buy |
1,551
+595
| +62% | +$668K | 0.01% | 782 |
|
|
2021
Q1 | $1.15M | Sell |
956
-171
| -15% | -$179K | 0.01% | 840 |
|
|
2020
Q4 | $1.12M | Buy |
1,127
+91
| +9% | +$87.3K | 0.01% | 906 |
|
|
2020
Q3 | $915K | Buy |
1,036
+90
| +10% | +$71.1K | 0.01% | 867 |
|
|
2020
Q2 | $508K | Buy |
946
+291
| +44% | +$141K | ﹤0.01% | 996 |
|
|
2020
Q1 | $241K | Buy |
655
+63
| +11% | +$23.4K | ﹤0.01% | 1127 |
|
|
2019
Q4 | $224K | Buy |
592
+92
| +18% | +$34.6K | ﹤0.01% | 1277 |
|
|
2019
Q3 | $182K | Hold |
500
| – | – | ﹤0.01% | 1287 |
|
|
2019
Q2 | $189K | Sell |
500
-351
| -41% | -$111K | ﹤0.01% | 1259 |
|
|
2019
Q1 | $251K | Sell |
851
-89
| -9% | -$24.3K | ﹤0.01% | 1092 |
|
|
2018
Q4 | $226K | Hold |
940
| – | – | ﹤0.01% | 1140 |
|
|
2018
Q3 | $270K | Buy |
940
+209
| +29% | +$62.8K | ﹤0.01% | 1138 |
|
|
2018
Q2 | $219K | Buy |
731
+300
| +70% | +$73.1K | ﹤0.01% | 1191 |
|
|
2018
Q1 | $81K | Hold |
431
| – | – | ﹤0.01% | 1725 |
|
|
2017
Q4 | $82K | Sell |
431
-1,881
| -81% | -$336K | ﹤0.01% | 1704 |
|
|
2017
Q3 | $361K | Hold |
2,312
| – | – | ﹤0.01% | 895 |
|
|
2017
Q2 | $306K | Buy |
2,312
+60
| +3% | +$8.39K | ﹤0.01% | 896 |
|
|
2017
Q1 | $326K | Buy |
2,252
+2,000
| +794% | +$313K | ﹤0.01% | 906 |
|
|
2016
Q4 | $43K | Hold |
252
| – | – | ﹤0.01% | 1793 |
|
|
2016
Q3 | $39K | Buy |
252
+40
| +19% | +$6.98K | ﹤0.01% | 1802 |
|
|
2016
Q2 | $36K | Hold |
212
| – | – | ﹤0.01% | 1685 |
|
|
2016
Q1 | $39K | Hold |
212
| – | – | ﹤0.01% | 1555 |
|
|
2015
Q4 | $43K | Buy |
212
+118
| +126% | +$25.9K | ﹤0.01% | 1523 |
|
|
2015
Q3 | $20K | Buy |
94
+63
| +203% | +$13.9K | ﹤0.01% | 1500 |
|
|
2015
Q2 | $7K | Hold |
31
| – | – | ﹤0.01% | 1648 |
|
|
2015
Q1 | $8K | Buy |
+31
| New | +$8.98K | ﹤0.01% | 1529 |
|
Other funds holding SAM
VPM
VCM
QCM
