Carson Wealth (CWM LLC)’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
6,486
-237
| -4% | -$46.6K | ﹤0.01% | 1137 |
|
|
2025
Q1 | $1.13M | Sell |
6,723
-454
| -6% | -$76.3K | ﹤0.01% | 1063 |
|
|
2024
Q4 | $1.33M | Sell |
7,177
-145
| -2% | -$26.8K | 0.01% | 943 |
|
|
2024
Q3 | $1.3M | Buy |
7,322
+4,602
| +169% | +$818K | 0.01% | 885 |
|
|
2024
Q2 | $425K | Buy |
2,720
+220
| +9% | +$34.4K | ﹤0.01% | 1257 |
|
|
2024
Q1 | $419K | Buy |
2,500
+48
| +2% | +$8.05K | ﹤0.01% | 1196 |
|
|
2023
Q4 | $371K | Sell |
2,452
-161
| -6% | -$24.4K | ﹤0.01% | 1174 |
|
|
2023
Q3 | $341K | Buy |
2,613
+180
| +7% | +$23.5K | ﹤0.01% | 1110 |
|
|
2023
Q2 | $365K | Sell |
2,433
-19
| -0.8% | -$2.85K | ﹤0.01% | 1047 |
|
|
2023
Q1 | $349K | Sell |
2,452
-35
| -1% | -$4.98K | ﹤0.01% | 1006 |
|
|
2022
Q4 | $394K | Buy |
2,487
+30
| +1% | +$4.75K | ﹤0.01% | 880 |
|
|
2022
Q3 | $275K | Buy |
2,457
+173
| +8% | +$19.4K | ﹤0.01% | 933 |
|
|
2022
Q2 | $266K | Buy |
2,284
+375
| +20% | +$43.7K | ﹤0.01% | 932 |
|
|
2022
Q1 | $269K | Buy |
1,909
+881
| +86% | +$124K | ﹤0.01% | 924 |
|
|
2021
Q4 | $169K | Buy |
+1,028
| New | +$169K | ﹤0.01% | 1091 |
|
|
2021
Q2 | $28K | Hold |
183
| – | – | ﹤0.01% | 1632 |
|
|
2021
Q1 | $28K | Hold |
183
| – | – | ﹤0.01% | 1632 |
|
|
2020
Q4 | $28K | Hold |
183
| – | – | ﹤0.01% | 1632 |
|
|
2020
Q3 | $28K | Hold |
183
| – | – | ﹤0.01% | 1632 |
|
|
2020
Q2 | $28K | Hold |
183
| – | – | ﹤0.01% | 1632 |
|
|
2020
Q1 | $28K | Hold |
183
| – | – | ﹤0.01% | 1632 |
|
|
2019
Q4 | $28K | Hold |
183
| – | – | ﹤0.01% | 1632 |
|
|
2019
Q3 | $28K | Hold |
183
| – | – | ﹤0.01% | 1632 |
|
|
2019
Q2 | $28K | Hold |
183
| – | – | ﹤0.01% | 1632 |
|
|
2019
Q1 | $28K | Buy |
183
+137
| +298% | +$21K | ﹤0.01% | 1632 |
|
|
2018
Q4 | $4K | Sell |
46
-149
| -76% | -$13K | ﹤0.01% | 1571 |
|
|
2018
Q3 | $27K | Buy |
195
+5
| +3% | +$692 | ﹤0.01% | 880 |
|
|
2018
Q2 | $28K | Buy |
190
+47
| +33% | +$6.93K | ﹤0.01% | 764 |
|
|
2018
Q1 | $27K | Buy |
143
+18
| +14% | +$3.4K | ﹤0.01% | 653 |
|
|
2017
Q4 | $26K | Sell |
125
-20
| -14% | -$4.16K | ﹤0.01% | 648 |
|
|
2017
Q3 | $28K | Buy |
145
+125
| +625% | +$24.1K | ﹤0.01% | 635 |
|
|
2017
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 942 |
|
|
2017
Q1 | $3K | Sell |
20
-113
| -85% | -$17K | ﹤0.01% | 924 |
|
|
2016
Q4 | $19K | Buy |
133
+49
| +58% | +$7K | ﹤0.01% | 586 |
|
|
2016
Q3 | $12K | Buy |
84
+57
| +211% | +$8.14K | ﹤0.01% | 649 |
|
|
2016
Q2 | $4K | Sell |
27
-80
| -75% | -$11.9K | ﹤0.01% | 645 |
|
|
2016
Q1 | $17K | Sell |
107
-967
| -90% | -$154K | ﹤0.01% | 460 |
|
|
2015
Q4 | $172K | Buy |
+1,074
| New | +$172K | 0.02% | 235 |
|
|
2014
Q1 | – | Sell |
-42
| Closed | -$9K | – | 152 |
|
|
2013
Q4 | $9K | Sell |
42
-3
| -7% | -$643 | ﹤0.01% | 418 |
|
|
2013
Q3 | $8K | Buy |
+45
| New | +$8K | ﹤0.01% | 335 |
|