Bartlett & Co’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $19K | Buy |
+125
| New | +$19K | ﹤0.01% | 887 |
|
|
2021
Q3 | – | Sell |
-11
| Closed | -$2K | – | 932 |
|
|
2021
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 828 |
|
|
2021
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 859 |
|
|
2020
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 972 |
|
|
2016
Q1 | – | Sell |
-7
| Closed | -$1K | – | 706 |
|
|
2015
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 731 |
|
|
2015
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 723 |
|
|
2015
Q2 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 703 |
|
|
2013
Q4 | – | Sell |
-24
| Closed | -$4K | – | 680 |
|
|
2013
Q3 | $4K | Buy |
+24
| New | +$4K | ﹤0.01% | 660 |
|