Blue Trust Inc’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	$1.37M	Sell	4,968 -12	-0.2%	-$3.62K	0.02%	240
2025 Q4	$1.44M	Buy	4,980 +193	+4%	+$49.9K	0.02%	228
2025 Q3	$1.14M	Buy	4,787 +19	+0.4%	+$4.19K	0.01%	266
2025 Q2	$938K	Buy	4,768 +145	+3%	+$25.2K	0.01%	290
2025 Q1	$777K	Buy	4,623 +175	+4%	+$30.5K	0.01%	298
2024 Q4	$823K	Buy	4,448 +2,641	+146%	+$493K	0.01%	265
2024 Q3	$282K	Buy	1,807 +845	+88%	+$144K	﹤0.01%	704
2024 Q2	$161K	Buy	962 +499	+108%	+$79.4K	﹤0.01%	791
2024 Q1	$77.5K	Sell	463 -154	-25%	-$23.9K	﹤0.01%	781
2023 Q4	$80K	Buy	617 +90	+17%	+$12.1K	﹤0.01%	766
2023 Q3	$79K	Buy	527 +269	+104%	+$37.6K	﹤0.01%	694
2023 Q2	$37K	Sell	258 -1,050	-80%	-$150K	﹤0.01%	803
2023 Q1	$208K	Buy	1,308 +613	+88%	+$96.8K	﹤0.01%	526
2022 Q4	$78K	Buy	695 +123	+22%	+$17.4K	﹤0.01%	746
2022 Q3	$66K	Buy	572 +507	+780%	+$63.6K	﹤0.01%	659
2022 Q2	$9K	Buy	+65	New	+$8.37K	﹤0.01%	1220