Prestige Wealth Management Group’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 | $28.5K | Hold |
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|
2025
Q1 | $29.4K | Hold |
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|
2024
Q4 | $33.1K | Hold |
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|
2024
Q3 | $31K | Hold |
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|
2024
Q2 | $28.1K | Hold |
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|
2024
Q1 | $28.5K | Hold |
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|
2023
Q4 | $30.6K | Hold |
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|
2023
Q3 | $28.6K | Hold |
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|
2023
Q2 | $36.5K | Hold |
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|
2023
Q1 | $32.7K | Hold |
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|
2022
Q4 | $33.8K | Hold |
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|
2022
Q3 | $29K | Hold |
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|
2022
Q2 | $30K | Hold |
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|
2022
Q1 | $37K | Hold |
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|
2021
Q4 | $31K | Hold |
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|
2021
Q3 | $28K | Hold |
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|
2021
Q2 | $27K | Hold |
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|
2021
Q1 | $26K | Hold |
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|
2020
Q4 | $25K | Hold |
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|
2020
Q3 | $19K | Hold |
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|
2020
Q2 | $23K | Hold |
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|
2020
Q1 | $17K | Hold |
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|
2019
Q4 | $23K | Hold |
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|
2019
Q3 | $22K | Hold |
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|
2019
Q2 | $25K | Hold |
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|
2019
Q1 | $26K | Hold |
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|
2018
Q4 | $24K | Buy |
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