Avion Wealth’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
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 892 |
|
|
2025
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 799 |
|
|
2024
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 796 |
|
|
2024
Q3 | $1K | Buy |
7
+3
| +75% | +$429 | ﹤0.01% | 748 |
|
|
2024
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 885 |
|
|
2024
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 831 |
|
|
2023
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 667 |
|
|
2023
Q3 | $0 | Sell |
4
-7
| -64% | – | ﹤0.01% | 791 |
|
|
2023
Q2 | $1K | Buy |
11
+8
| +267% | +$727 | ﹤0.01% | 522 |
|
|
2023
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 521 |
|