SM Energy shares owned by Adams Wealth Management
Quarter-by-quarter ownership of SM Energy (SM) shares owned by Adams Wealth Management
from 13F filings
Historical chart of Adams Wealth Management investment in SM Energy
Tip: Access up to 7 years of quarterly data
All positions including SM Energy held by Adams Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SM Energy by Adams Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.5M | 64k | 39.97 |
2024-06-30 | $2.4M | 56k | 43.23 |
2024-03-31 | $2.6M | 53k | 49.85 |
2023-12-31 | $1.6M | 42k | 38.72 |
2023-09-30 | $1.5M | 37k | 39.65 |
2023-06-30 | $1.3M | 42k | 31.63 |
2023-03-31 | $1.0M | 37k | 28.16 |
2022-12-31 | $648k | 19k | 34.83 |