Wells Fargo’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 | $81.6K | Sell |
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|
2025
Q1 | $93.4K | Buy |
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|
2024
Q4 | $103K | Buy |
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|
2024
Q3 | $75.3K | Sell |
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|
2024
Q2 | $69.9K | Buy |
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|
2024
Q1 | $49.2K | Buy |
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|
2023
Q4 | $41.4K | Buy |
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|
2023
Q3 | $30.2K | Sell |
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|
2023
Q2 | $80.5K | Buy |
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|
2023
Q1 | $33.7K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $4K | Buy |
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|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $5K | Buy |
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|
2021
Q3 | $4K | Sell |
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|
2021
Q2 | $4K | Sell |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $483K | Buy |
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|
2020
Q3 | $344K | Buy |
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|
2020
Q2 | $327K | Buy |
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|
2020
Q1 | $192K | Sell |
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|
2019
Q4 | $257K | Buy |
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|
2019
Q3 | $233K | Buy |
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|
2019
Q2 | $244K | Buy |
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|
2019
Q1 | $145K | Sell |
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|
2018
Q4 | $135K | Buy |
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|
2018
Q3 | $59K | Buy |
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|
2018
Q2 | $65K | Sell |
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|
2018
Q1 | $78K | Sell |
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|
2017
Q4 | $89K | Sell |
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|
2017
Q3 | $366K | Sell |
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|
2017
Q2 | $369K | Hold |
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|
2017
Q1 | $365K | Sell |
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|
2016
Q4 | $379K | Buy |
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|
2016
Q3 | $340K | Buy |
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|
2016
Q2 | $333K | Sell |
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|
2016
Q1 | $348K | Buy |
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|
2015
Q4 | $312K | Sell |
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|
2015
Q3 | $346K | Sell |
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|
2015
Q2 | $469K | Buy |
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|
2015
Q1 | $380K | Buy |
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|
2014
Q4 | $400K | Sell |
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|
2014
Q3 | $376K | Buy |
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|
2014
Q2 | $16K | Buy |
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|
2014
Q1 | $9K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $27K | Buy |
|