Wilbanks Smith & Thomas Asset Management’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$437K Buy
2023
Q4
$385K Hold
2023
Q3
$365K Sell
2023
Q2
$362K Sell
2023
Q1
$351K Hold
2022
Q4
$355K Hold
2022
Q3
$299K Sell
2022
Q2
$339K Buy
2022
Q1
$356K Buy
2018
Q4
Sell
2018
Q3
$60K Buy