Bogart Wealth LLC’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 | $787 | Hold |
4
| – | – | ﹤0.01% | 1249 |
|
|
2025
Q1 | $672 | Hold |
4
| – | – | ﹤0.01% | 1217 |
|
|
2024
Q4 | $740 | Hold |
4
| – | – | ﹤0.01% | 1230 |
|
|
2024
Q3 | $711 | Hold |
4
| – | – | ﹤0.01% | 1046 |
|
|
2024
Q2 | $625 | Hold |
4
| – | – | ﹤0.01% | 1038 |
|
|
2024
Q1 | $670 | Hold |
4
| – | – | ﹤0.01% | 995 |
|
|
2023
Q4 | $606 | Hold |
4
| – | – | ﹤0.01% | 993 |
|
|
2023
Q3 | $521 | Hold |
4
| – | – | ﹤0.01% | 1007 |
|
|
2023
Q2 | $600 | Hold |
4
| – | – | ﹤0.01% | 978 |
|
|
2023
Q1 | $570 | Buy |
+4
| New | +$570 | ﹤0.01% | 1028 |
|