Bailard’s Silvercrest Asset Management SAMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $267K | Hold |
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|
2025
Q2 | $269K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $228K | Buy |
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|
2020
Q4 | $202K | Buy |
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|
2020
Q3 | $139K | Buy |
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|
2020
Q2 | $133K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $137K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $276K | Sell |
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|
2018
Q2 | $327K | Hold |
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|
2018
Q1 | $305K | Hold |
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|
2017
Q4 | $322K | Buy |
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