Ritholtz Wealth Management’s Silvercrest Asset Management SAMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
+18,181
| New | +$288K | 0.01% | 807 |
|
|
2023
Q4 | – | Sell |
-12,921
| Closed | -$205K | – | 783 |
|
|
2023
Q3 | $205K | Sell |
12,921
-3,293
| -20% | -$52.3K | 0.01% | 645 |
|
|
2023
Q2 | $328K | Buy |
16,214
+4,439
| +38% | +$89.9K | 0.01% | 520 |
|
|
2023
Q1 | $214K | Sell |
11,775
-117
| -1% | -$2.13K | 0.01% | 592 |
|
|
2022
Q4 | $223K | Buy |
11,892
+497
| +4% | +$9.33K | 0.01% | 512 |
|
|
2022
Q3 | $186K | Buy |
+11,395
| New | +$186K | 0.01% | 664 |
|