Spire 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 | $3.25K | Buy |
205
+3
| +1% | +$48 | ﹤0.01% | 2064 |
|
|
2025
Q1 | $3.31K | Buy |
202
+2
| +1% | +$33 | ﹤0.01% | 2167 |
|
|
2024
Q4 | $3.68K | Hold |
200
| – | – | ﹤0.01% | 2123 |
|
|
2024
Q3 | $3.45K | Hold |
200
| – | – | ﹤0.01% | 1899 |
|
|
2024
Q2 | $3.12K | Hold |
200
| – | – | ﹤0.01% | 1924 |
|
|
2024
Q1 | $3.16K | Hold |
200
| – | – | ﹤0.01% | 2015 |
|
|
2023
Q4 | $3.32K | Hold |
200
| – | – | ﹤0.01% | 2052 |
|
|
2023
Q3 | $3.17K | Hold |
200
| – | – | ﹤0.01% | 2041 |
|
|
2023
Q2 | $4.05K | Hold |
200
| – | – | ﹤0.01% | 2052 |
|
|
2023
Q1 | $3.64K | Buy |
+200
| New | +$3.64K | ﹤0.01% | 2109 |
|
|
2022
Q3 | – | Sell |
-367
| Closed | -$6K | – | 2535 |
|
|
2022
Q2 | $6K | Hold |
367
| – | – | ﹤0.01% | 2091 |
|
|
2022
Q1 | $8K | Buy |
367
+4
| +1% | +$87 | ﹤0.01% | 2123 |
|
|
2021
Q4 | $6K | Hold |
363
| – | – | ﹤0.01% | 2534 |
|
|
2021
Q3 | $6K | Hold |
363
| – | – | ﹤0.01% | 2251 |
|
|
2021
Q2 | $5K | Hold |
363
| – | – | ﹤0.01% | 2324 |
|
|
2021
Q1 | $5K | Buy |
+363
| New | +$5K | ﹤0.01% | 2649 |
|