Commonwealth Equity Services’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 | $213K | Buy |
+1,081
| New | +$213K | ﹤0.01% | 3871 |
|
2021
Q4 | – | Sell |
-5,321
| Closed | -$804K | – | 3647 |
|
2021
Q3 | $804K | Buy |
+5,321
| New | +$804K | ﹤0.01% | 2094 |
|
2018
Q3 | – | Sell |
-1,452
| Closed | -$216K | – | 2790 |
|
2018
Q2 | $216K | Sell |
1,452
-185
| -11% | -$27.5K | ﹤0.01% | 2396 |
|
2018
Q1 | $310K | Sell |
1,637
-2,607
| -61% | -$494K | ﹤0.01% | 2043 |
|
2017
Q4 | $871K | Buy |
+4,244
| New | +$871K | ﹤0.01% | 1309 |
|
2017
Q2 | – | Sell |
-2,491
| Closed | -$408K | – | 2520 |
|
2017
Q1 | $408K | Sell |
2,491
-354
| -12% | -$58K | ﹤0.01% | 1641 |
|
2016
Q4 | $413K | Buy |
2,845
+331
| +13% | +$48.1K | ﹤0.01% | 1525 |
|
2016
Q3 | $364K | Buy |
+2,514
| New | +$364K | ﹤0.01% | 1580 |
|
2016
Q2 | – | Sell |
-2,762
| Closed | -$449K | – | 2243 |
|
2016
Q1 | $449K | Buy |
+2,762
| New | +$449K | ﹤0.01% | 1383 |
|