Carson Wealth (CWM LLC)’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 | $5K | Buy |
315
+192
| +156% | +$3.05K | ﹤0.01% | 4633 |
|
|
2025
Q1 | $2K | Buy |
123
+40
| +48% | +$650 | ﹤0.01% | 4802 |
|
|
2024
Q4 | $2K | Buy |
83
+11
| +15% | +$265 | ﹤0.01% | 4603 |
|
|
2024
Q3 | $1K | Buy |
72
+42
| +140% | +$583 | ﹤0.01% | 4690 |
|
|
2024
Q2 | $0 | Buy |
30
+29
| +2,900% | – | ﹤0.01% | 4891 |
|
|
2024
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4691 |
|