First Personal Financial Services’s Silvercrest Asset Management SAMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $103K | Hold |
6,000
| – | – | 0.02% | 161 |
|
|
2024
Q2 | $93.5K | Buy |
6,000
+2,000
| +50% | +$31.2K | 0.02% | 159 |
|
|
2024
Q1 | $63.2K | Buy |
+4,000
| New | +$63.2K | 0.01% | 175 |
|
|
2023
Q4 | – | Sell |
-1,250
| Closed | -$19.8K | – | 398 |
|
|
2023
Q3 | $19.8K | Hold |
1,250
| – | – | 0.01% | 260 |
|
|
2023
Q2 | $25.3K | Hold |
1,250
| – | – | 0.01% | 257 |
|
|
2023
Q1 | $22.7K | Buy |
+1,250
| New | +$22.7K | 0.01% | 262 |
|