Congress Wealth Management’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	$676K	Buy	3,434 +1,994	+138%	+$392K	0.01%	824
2025 Q1	$242K	Buy	1,440 +133	+10%	+$22.4K	﹤0.01%	988
2024 Q4	$242K	Sell	1,307 -2,345	-64%	-$434K	﹤0.01%	812
2024 Q3	$649K	Buy	3,652 +10	+0.3%	+$1.78K	0.01%	591
2024 Q2	$569K	Buy	+3,642	New	+$569K	0.01%	518