Appleton Partners’s Silvercrest Asset Management SAMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Hold |
31,650
| – | – | 0.04% | 182 |
|
|
2025
Q1 | $518K | Hold |
31,650
| – | – | 0.04% | 173 |
|
|
2024
Q4 | $582K | Hold |
31,650
| – | – | 0.04% | 161 |
|
|
2024
Q3 | $546K | Hold |
31,650
| – | – | 0.04% | 169 |
|
|
2024
Q2 | $493K | Hold |
31,650
| – | – | 0.04% | 176 |
|
|
2024
Q1 | $500K | Hold |
31,650
| – | – | 0.04% | 183 |
|
|
2023
Q4 | $538K | Hold |
31,650
| – | – | 0.04% | 181 |
|
|
2023
Q3 | $502K | Hold |
31,650
| – | – | 0.04% | 186 |
|
|
2023
Q2 | $641K | Hold |
31,650
| – | – | 0.05% | 176 |
|
|
2023
Q1 | $575K | Buy |
+31,650
| New | +$575K | 0.05% | 194 |
|