CIBC Private Wealth Group’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6K | Sell |
69
-3
| -4% | -$590 | ﹤0.01% | 2156 |
|
|
2025
Q1 | $10.3K | Sell |
72
-37
| -34% | -$5.3K | ﹤0.01% | 2237 |
|
|
2024
Q4 | $19.7K | Hold |
109
| – | – | ﹤0.01% | 2067 |
|
|
2024
Q3 | $19.4K | Buy |
109
+68
| +166% | +$12.1K | ﹤0.01% | 2172 |
|
|
2024
Q2 | $6.35K | Sell |
41
-761
| -95% | -$118K | ﹤0.01% | 2442 |
|
|
2024
Q1 | $133K | Buy |
+802
| New | +$133K | ﹤0.01% | 1277 |
|
|
2022
Q2 | – | Sell |
-1,644
| Closed | -$232K | – | 1192 |
|
|
2022
Q1 | $232K | Buy |
1,644
+56
| +4% | +$7.9K | ﹤0.01% | 918 |
|
|
2021
Q4 | $261K | Hold |
1,588
| – | – | ﹤0.01% | 916 |
|
|
2021
Q3 | $240K | Hold |
1,588
| – | – | ﹤0.01% | 864 |
|
|
2021
Q2 | $245K | Hold |
1,588
| – | – | ﹤0.01% | 950 |
|
|
2021
Q1 | $237K | Buy |
+1,588
| New | +$237K | ﹤0.01% | 962 |
|
|
2020
Q2 | – | Sell |
-3,407
| Closed | -$201K | – | 598 |
|
|
2020
Q1 | $201K | Sell |
3,407
-350
| -9% | -$20.6K | ﹤0.01% | 801 |
|
|
2019
Q4 | $318K | Sell |
3,757
-150
| -4% | -$12.7K | ﹤0.01% | 790 |
|
|
2019
Q3 | $326K | Sell |
3,907
-1,537
| -28% | -$128K | ﹤0.01% | 766 |
|
|
2019
Q2 | $502K | Buy |
5,444
+498
| +10% | +$45.9K | ﹤0.01% | 710 |
|
|
2019
Q1 | $530K | Sell |
4,946
-323
| -6% | -$34.6K | ﹤0.01% | 716 |
|
|
2018
Q4 | $513K | Sell |
5,269
-11,596
| -69% | -$1.13M | ﹤0.01% | 675 |
|
|
2018
Q3 | $2.31M | Sell |
16,865
-440
| -3% | -$60.2K | 0.01% | 473 |
|
|
2018
Q2 | $2.57M | Sell |
17,305
-277
| -2% | -$41.2K | 0.01% | 446 |
|
|
2018
Q1 | $3.33M | Sell |
17,582
-1,084
| -6% | -$205K | 0.01% | 415 |
|
|
2017
Q4 | $3.83M | Sell |
18,666
-825
| -4% | -$169K | 0.02% | 380 |
|
|
2017
Q3 | $3.7M | Buy |
+19,491
| New | +$3.7M | 0.02% | 379 |
|