Boston Beer Company shares owned by Creative Planning
Quarter-by-quarter ownership of Boston Beer Company (SAM) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Boston Beer Company
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Quarterly reported holdings in Boston Beer Company by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $734k | 2.5k | 289.14 |
| 2024-06-30 | $728k | 2.4k | 305.05 |
| 2024-03-31 | $678k | 2.2k | 304.42 |
| 2023-12-31 | $870k | 2.5k | 345.59 |
| 2023-09-30 | $920k | 2.4k | 389.53 |
| 2023-06-30 | $742k | 2.4k | 308.44 |
| 2023-03-31 | $1.1M | 3.2k | 328.70 |
| 2022-12-31 | $1.1M | 3.4k | 329.52 |
| 2022-09-30 | $1.0M | 3.1k | 323.75 |
| 2022-06-30 | $960k | 3.2k | 302.93 |
| 2022-03-31 | $771k | 2.0k | 388.61 |
| 2021-12-31 | $635k | 1.3k | 504.77 |
| 2021-09-30 | $1.6M | 3.2k | 509.77 |
| 2021-06-30 | $457k | 448 | 1020.09 |
| 2021-03-31 | $831k | 689 | 1206.10 |
| 2020-12-31 | $594k | 597 | 994.97 |
| 2020-09-30 | $760k | 860 | 883.93 |
| 2020-06-30 | $596k | 1.1k | 536.62 |
| 2020-03-31 | $261k | 710 | 367.61 |
| 2019-12-31 | $444k | 1.2k | 378.03 |
| 2019-09-30 | $396k | 1.1k | 364.37 |
| 2019-06-30 | $346k | 915 | 378.14 |
| 2019-03-31 | $270k | 915 | 295.08 |
| 2018-12-31 | $226k | 940 | 240.43 |
| 2018-09-30 | $277k | 965 | 287.05 |
| 2018-06-30 | $325k | 1.1k | 299.54 |
| 2017-06-30 | $133k | 1.0k | 132.08 |
| 2017-03-31 | $295k | 2.0k | 144.54 |
| 2016-12-31 | $155k | 911 | 170.14 |
| 2016-09-30 | $203k | 1.3k | 155.32 |
| 2016-06-30 | $144k | 842 | 171.02 |
| 2016-03-31 | $156k | 842 | 185.27 |
| 2015-12-31 | $170k | 842 | 201.90 |
| 2015-09-30 | $201k | 952 | 211.13 |
| 2015-03-31 | $217k | 812 | 267.24 |
| 2014-12-31 | $221k | 762 | 290.03 |
| 2014-09-30 | $147k | 663 | 221.72 |
| 2014-06-30 | $139k | 622 | 223.47 |
| 2014-03-31 | $164k | 672 | 244.05 |
| 2013-12-31 | $150k | 622 | 241.16 |
| 2013-09-30 | $146k | 597 | 244.56 |
| 2013-06-30 | $76k | 447 | 170.02 |
| 2012-12-31 | $58k | 430 | 134.88 |
| 2012-09-30 | $22k | 200 | 110.00 |
| 2012-06-30 | $24k | 200 | 120.00 |