Ownership history in Sigma Planning Corp · 12 quarters on record
This page tracks every 13F SEC filing in which Sigma Planning Corp reported a position in BOSTON BEER INC (SAM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 980 | +428 | +77.5% | 0.01% | $207K | $211.42 |
| 2023 Q3 | REDUCED | 552 | -204 | -27.0% | 0.01% | $215K | $389.53 |
| 2022 Q3 | ADDED | 756 | +66 | +9.6% | 0.01% | $245K | $323.65 |
| 2022 Q2 | REDUCED | 690 | -17 | -2.4% | 0.01% | $209K | $302.97 |
| 2022 Q1 | REDUCED | 707 | -37 | -5.0% | 0.01% | $275K | $388.47 |
| 2021 Q4 | ADDED | 744 | +122 | +19.6% | 0.01% | $376K | $505.10 |
| 2021 Q3 | ADDED | 622 | +265 | +74.2% | 0.01% | $317K | $509.75 |
| 2021 Q2 | ADDED | 357 | +29 | +8.8% | 0.01% | $364K | $1020.80 |
| 2021 Q1 | REDUCED | 328 | -246 | -42.9% | 0.01% | $396K | $1206.28 |
| 2020 Q4 | REDUCED | 574 | -27 | -4.5% | 0.02% | $571K | $994.29 |
As of 2025 Q4 — sorted by position size