Waldron Private Wealth’s SM Energy SM Stock Holding History

Waldron Private Wealth’s Portfolio SM Stock Details SM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$887K	Hold
2025 Q2	$877K	Hold
2025 Q1	$1.06M	Sell
2024 Q4	$1.38M	Sell
2024 Q3	$1.42M	Buy
2024 Q2	$1.54M	Hold
2024 Q1	$1.77M	Hold
2023 Q4	$1.38M	Sell
2023 Q3	$1.41M	Sell
2023 Q2	$1.13M	Sell
2023 Q1	$1.07M	Buy
2022 Q4	$1.41M	Hold
2022 Q3	$1.41M	Buy
2022 Q2	$1.2M	Buy
2022 Q1	$1.26M	Buy
2021 Q4	$952K	Hold
2021 Q3	$852K	Hold
2021 Q2	$795K	Hold
2021 Q1	$529K	Hold
2020 Q4	$197K	Hold
2020 Q3	$51K	Hold
2020 Q2	$121K	Hold
2020 Q1	$39K	Hold
2019 Q4	$363K	Sell
2019 Q3	$344K	Hold
2019 Q2	$444K	Hold
2019 Q1	$621K	Hold
2018 Q4	$550K	Hold
2018 Q3	$1.12M	Sell
2018 Q2	$913K	Hold
2018 Q1	$641K	Hold
2017 Q4	$784K	Hold
2017 Q3	$630K	Hold
2017 Q2	$587K	Sell
2017 Q1	$978K	Buy
2016 Q4	$1.23M	Hold
2016 Q3	$1.37M	Hold
2016 Q2	$959K	Hold
2016 Q1	$666K	Sell
2015 Q4	$700K	Buy
2015 Q3	$1.14M	Sell
2015 Q2	$1.64M	Hold
2015 Q1	$1.84M	Buy
2014 Q4	$1.37M	Hold
2014 Q3	$2.77M	Hold
2014 Q2	$2.99M	Hold
2014 Q1	$2.53M	Hold
2013 Q4	$2.96M	Buy