Congress Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Congress Wealth Management’s Portfolio AMG Stock Details AMG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$676K	Buy
2025 Q1	$242K	Buy
2024 Q4	$242K	Sell
2024 Q3	$649K	Buy
2024 Q2	$569K	Buy