AE Wealth Management’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,152
| Closed | -$398K | – | 2147 |
|
|
2024
Q4 | $398K | Buy |
2,152
+970
| +82% | +$179K | ﹤0.01% | 978 |
|
|
2024
Q3 | $210K | Buy |
+1,182
| New | +$210K | ﹤0.01% | 1162 |
|
|
2024
Q1 | – | Sell |
-2,484
| Closed | -$377K | – | 1178 |
|
|
2023
Q4 | $377K | Buy |
+2,484
| New | +$377K | ﹤0.01% | 1594 |
|
|
2023
Q1 | – | Sell |
-4,789
| Closed | -$759K | – | 1871 |
|
|
2022
Q4 | $759K | Buy |
4,789
+267
| +6% | +$42.3K | 0.01% | 1106 |
|
|
2022
Q3 | $506K | Buy |
+4,522
| New | +$506K | ﹤0.01% | 1255 |
|