AWA
Amplius Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Buy |
19,596
+2,401
| +14% | +$472K | 0.36% | 43 |
|
|
2025
Q1 | $2.89M | Sell |
17,195
-4
| -0% | -$672 | 0.3% | 43 |
|
|
2024
Q4 | $3.18M | Buy |
17,199
+4
| +0% | +$740 | 0.33% | 41 |
|
|
2024
Q3 | $3.06M | Hold |
17,195
| – | – | 0.33% | 41 |
|
|
2024
Q2 | $2.69M | Sell |
17,195
-1,730
| -9% | -$270K | 0.3% | 44 |
|
|
2024
Q1 | $3.17M | Buy |
18,925
+3,689
| +24% | +$618K | 0.36% | 42 |
|
|
2023
Q4 | $2.31M | Hold |
15,236
| – | – | 0.28% | 50 |
|
|
2023
Q3 | $1.99M | Sell |
15,236
-2
| -0% | -$261 | 0.27% | 51 |
|
|
2023
Q2 | $2.28M | Buy |
15,238
+13,282
| +679% | +$1.99M | 0.31% | 49 |
|
|
2023
Q1 | $279K | Buy |
+1,956
| New | +$279K | 0.04% | 132 |
|