Clearstead Advisors’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 | $5.31K | Buy |
+27
| New | +$5.31K | ﹤0.01% | 2087 |
|
|
2025
Q1 | – | Sell |
-3
| Closed | -$555 | – | 2195 |
|
|
2024
Q4 | $555 | Buy |
+3
| New | +$555 | ﹤0.01% | 1970 |
|
|
2022
Q4 | – | Sell |
-25
| Closed | -$3K | – | 1312 |
|
|
2022
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 1015 |
|
|
2022
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 1045 |
|
|
2022
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 1090 |
|
|
2021
Q4 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 1008 |
|