GWM
Guardian Wealth Management’s Silvercrest Asset Management SAMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,949
| Closed | -$48.3K | – | 168 |
|
|
2025
Q1 | $48.3K | Buy |
2,949
+58
| +2% | +$949 | 0.03% | 107 |
|
|
2024
Q4 | $53.2K | Buy |
2,891
+9
| +0.3% | +$166 | 0.04% | 112 |
|
|
2024
Q3 | $49.7K | Buy |
2,882
+34
| +1% | +$586 | 0.04% | 112 |
|
|
2024
Q2 | $44.4K | Buy |
2,848
+35
| +1% | +$546 | 0.03% | 114 |
|
|
2024
Q1 | $44.5K | Buy |
2,813
+36
| +1% | +$569 | 0.03% | 111 |
|
|
2023
Q4 | $47.2K | Buy |
2,777
+32
| +1% | +$544 | 0.04% | 107 |
|
|
2023
Q3 | $43.6K | Sell |
2,745
-1,667
| -38% | -$26.5K | 0.04% | 107 |
|
|
2023
Q2 | $89.4K | Buy |
4,412
+37
| +0.8% | +$749 | 0.08% | 88 |
|
|
2023
Q1 | $79.5K | Buy |
4,375
+85
| +2% | +$1.55K | 0.08% | 93 |
|
|
2022
Q4 | $80.5K | Sell |
4,290
-6
| -0.1% | -$113 | 0.08% | 97 |
|
|
2022
Q3 | $70K | Buy |
4,296
+44
| +1% | +$717 | 0.08% | 92 |
|
|
2022
Q2 | $70K | Buy |
4,252
+39
| +0.9% | +$642 | 0.08% | 98 |
|
|
2022
Q1 | $86K | Buy |
4,213
+36
| +0.9% | +$735 | 0.09% | 97 |
|
|
2021
Q4 | $72K | Buy |
+4,177
| New | +$72K | 0.07% | 102 |
|