Koss-Olinger Consulting’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
Q1
Sell
2024
Q4
$514K Sell
2024
Q3
$510K Buy
2024
Q2
$457K Buy
2024
Q1
Sell
2023
Q4
$391K Buy
2023
Q3
$240K Buy
2023
Q2
$260K Buy
2023
Q1
$205K Buy
2022
Q4
$204K Buy