Guardian Wealth Management’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 | – | Sell |
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|
2025
Q1 | $48.3K | Buy |
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|
2024
Q4 | $53.2K | Buy |
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|
2024
Q3 | $49.7K | Buy |
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|
2024
Q2 | $44.4K | Buy |
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|
2024
Q1 | $44.5K | Buy |
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|
2023
Q4 | $47.2K | Buy |
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|
2023
Q3 | $43.6K | Sell |
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|
2023
Q2 | $89.3K | Buy |
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|
2023
Q1 | $79.5K | Buy |
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|
2022
Q4 | $80.5K | Sell |
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|
2022
Q3 | $70K | Buy |
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|
2022
Q2 | $70K | Buy |
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|
2022
Q1 | $86K | Buy |
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|
2021
Q4 | $72K | Buy |
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