Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $202K | Hold |
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|
2023
Q4 | $218K | Hold |
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|
2023
Q3 | $203K | Hold |
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|
2023
Q2 | $259K | Hold |
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|
2023
Q1 | $233K | Hold |
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|
2022
Q4 | $240K | Sell |
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|
2022
Q3 | $370K | Sell |
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|
2022
Q2 | $558K | Buy |
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|
2022
Q1 | $651K | Hold |
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|
2021
Q4 | $528K | Buy |
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|
2021
Q3 | $352K | Hold |
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|
2021
Q2 | $340K | Hold |
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|
2021
Q1 | $325K | Hold |
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|
2020
Q4 | $314K | Buy |
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