Appleton Partners’s Silvercrest Asset Management SAMG Stock Holding History

Appleton Partners’s Portfolio SAMG Stock Details SAMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$502K	Hold
2025 Q1	$518K	Hold
2024 Q4	$582K	Hold
2024 Q3	$546K	Hold
2024 Q2	$493K	Hold
2024 Q1	$500K	Hold
2023 Q4	$538K	Hold
2023 Q3	$502K	Hold
2023 Q2	$641K	Hold
2023 Q1	$575K	Buy