Amplius Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.43M	Buy	19,616 +3	+0%	+$904	0.45%	33
2025 Q4	$5.65M	Buy	19,613 +17	+0.1%	+$4.39K	0.47%	31
2025 Q3	$4.67M	Hold	19,596	–	–	0.4%	32
2025 Q2	$3.86M	Buy	19,596 +2,401	+14%	+$417K	0.36%	43
2025 Q1	$2.89M	Sell	17,195 -4	-0%	-$697	0.3%	43
2024 Q4	$3.18M	Buy	17,199 +4	+0%	+$746	0.33%	41
2024 Q3	$3.06M	Hold	17,195	–	–	0.33%	41
2024 Q2	$2.69M	Sell	17,195 -1,730	-9%	-$275K	0.3%	44
2024 Q1	$3.17M	Buy	18,925 +3,689	+24%	+$574K	0.36%	42
2023 Q4	$2.31M	Hold	15,236	–	–	0.28%	50
2023 Q3	$1.99M	Sell	15,236 -2	-0%	-$280	0.27%	51
2023 Q2	$2.28M	Buy	15,238 +13,282	+679%	+$1.9M	0.31%	49
2023 Q1	$279K	Buy	+1,956	New	+$309K	0.04%	132