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

Amplius Wealth Advisors’s Portfolio AMG Stock Details AMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.86M	Buy
2025 Q1	$2.89M	Sell
2024 Q4	$3.18M	Buy
2024 Q3	$3.06M	Hold
2024 Q2	$2.69M	Sell
2024 Q1	$3.17M	Buy
2023 Q4	$2.31M	Hold
2023 Q3	$1.99M	Sell
2023 Q2	$2.28M	Buy
2023 Q1	$279K	Buy