Dimensional Fund Advisors’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
Q2 | $3.46M | Buy |
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|
2025
Q1 | $3.43M | Buy |
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|
2024
Q4 | $3.84M | Buy |
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|
2024
Q3 | $3.56M | Buy |
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|
2024
Q2 | $3.22M | Sell |
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|
2024
Q1 | $3.3M | Buy |
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|
2023
Q4 | $3.44M | Buy |
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|
2023
Q3 | $3.01M | Buy |
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|
2023
Q2 | $3.81M | Buy |
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|
2023
Q1 | $3.33M | Buy |
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|
2022
Q4 | $3.18K | Sell |
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|
2022
Q3 | $2.83M | Buy |
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|
2022
Q2 | $2.79M | Buy |
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|
2022
Q1 | $3.3M | Buy |
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|
2021
Q4 | $2.69M | Buy |
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|
2021
Q3 | $2.4M | Buy |
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|
2021
Q2 | $2.23M | Buy |
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|
2021
Q1 | $2.05M | Buy |
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|
2020
Q4 | $1.78M | Buy |
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|
2020
Q3 | $1.31M | Buy |
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|
2020
Q2 | $1.58M | Buy |
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|
2020
Q1 | $1.13M | Buy |
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|
2019
Q4 | $1.48M | Buy |
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|
2019
Q3 | $1.35M | Hold |
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|
2019
Q2 | $1.54M | Buy |
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|
2019
Q1 | $1.53M | Buy |
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|
2018
Q4 | $1.29M | Buy |
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|
2018
Q3 | $1.13M | Buy |
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|
2018
Q2 | $1.11M | Hold |
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|
2018
Q1 | $1.04M | Hold |
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|
2017
Q4 | $1.1M | Buy |
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|
2017
Q3 | $970K | Buy |
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|
2017
Q2 | $785K | Sell |
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|
2017
Q1 | $798K | Sell |
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|
2016
Q4 | $1.14M | Sell |
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|
2016
Q3 | $1.06M | Sell |
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|
2016
Q2 | $1.15M | Buy |
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|
2016
Q1 | $1.08M | Sell |
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|
2015
Q4 | $1.03M | Sell |
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|
2015
Q3 | $960K | Sell |
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|
2015
Q2 | $1.35M | Buy |
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|
2015
Q1 | $1.28M | Sell |
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|
2014
Q4 | $1.59M | Sell |
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|
2014
Q3 | $1.52M | Hold |
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|
2014
Q2 | $1.92M | Sell |
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|
2014
Q1 | $2.41M | Buy |
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