WCM
Wedge Capital Management’s SM Energy SM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
623,617
+41,247
| +7% | +$1.02M | 0.28% | 101 |
|
|
2025
Q1 | $17.4M | Buy |
582,370
+22,126
| +4% | +$663K | 0.34% | 86 |
|
|
2024
Q4 | $21.7M | Sell |
560,244
-137
| -0% | -$5.31K | 0.39% | 84 |
|
|
2024
Q3 | $22.4M | Sell |
560,381
-32,860
| -6% | -$1.31M | 0.39% | 86 |
|
|
2024
Q2 | $25.6M | Buy |
593,241
+27,405
| +5% | +$1.18M | 0.45% | 77 |
|
|
2024
Q1 | $28.2M | Sell |
565,836
-63,791
| -10% | -$3.18M | 0.46% | 74 |
|
|
2023
Q4 | $24.4M | Buy |
629,627
+94,419
| +18% | +$3.66M | 0.44% | 74 |
|
|
2023
Q3 | $21.2M | Sell |
535,208
-73,143
| -12% | -$2.9M | 0.42% | 78 |
|
|
2023
Q2 | $19.2M | Sell |
608,351
-251,782
| -29% | -$7.96M | 0.31% | 107 |
|
|
2023
Q1 | $24.2M | Buy |
860,133
+100,538
| +13% | +$2.83M | 0.41% | 99 |
|
|
2022
Q4 | $26.5M | Buy |
759,595
+208,926
| +38% | +$7.28M | 0.43% | 105 |
|
|
2022
Q3 | $20.7M | Buy |
550,669
+10,801
| +2% | +$406K | 0.35% | 118 |
|
|
2022
Q2 | $18.5M | Buy |
+539,868
| New | +$18.5M | 0.29% | 137 |
|
|
2016
Q1 | – | Sell |
-458,320
| Closed | -$9.01M | – | 600 |
|
|
2015
Q4 | $9.01M | Buy |
458,320
+100,820
| +28% | +$1.98M | 0.1% | 240 |
|
|
2015
Q3 | $11.5M | Buy |
357,500
+3,100
| +0.9% | +$99.3K | 0.12% | 213 |
|
|
2015
Q2 | $16.3M | Buy |
354,400
+26,780
| +8% | +$1.24M | 0.16% | 176 |
|
|
2015
Q1 | $16.9M | Buy |
+327,620
| New | +$16.9M | 0.17% | 170 |
|