HSBC Holdings’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
$1.05M Buy
2025
Q1
$368K Buy
2024
Q4
$376K Sell
2024
Q3
$371K Buy
2024
Q2
$270K Buy
2023
Q2
Sell
2023
Q1
$203K Hold
2022
Q4
$210K Sell
2022
Q3
$188K Buy
2021
Q2
Sell
2021
Q1
$166K Sell
2020
Q4
$168K Buy
2019
Q4
Sell
2019
Q3
$239K Buy