Corient Private Wealth’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 | $1.72M | Sell |
8,754
-422
| -5% | -$83K | ﹤0.01% | 1167 |
|
|
2025
Q1 | $1.54M | Sell |
9,176
-3,323
| -27% | -$558K | ﹤0.01% | 1076 |
|
|
2024
Q4 | $2.31M | Sell |
12,499
-1,281
| -9% | -$237K | ﹤0.01% | 939 |
|
|
2024
Q3 | $2.45M | Buy |
13,780
+1,679
| +14% | +$299K | ﹤0.01% | 988 |
|
|
2024
Q2 | $1.89M | Buy |
12,101
+1,296
| +12% | +$202K | ﹤0.01% | 1041 |
|
|
2024
Q1 | $1.81M | Buy |
10,805
+1,254
| +13% | +$210K | ﹤0.01% | 1065 |
|
|
2023
Q4 | $1.45M | Buy |
9,551
+4,747
| +99% | +$719K | ﹤0.01% | 1137 |
|
|
2023
Q3 | $626K | Sell |
4,804
-1,791
| -27% | -$233K | ﹤0.01% | 1367 |
|
|
2023
Q2 | $989K | Buy |
6,595
+2,097
| +47% | +$314K | ﹤0.01% | 1150 |
|
|
2023
Q1 | $641K | Buy |
4,498
+2,794
| +164% | +$398K | ﹤0.01% | 1269 |
|
|
2022
Q4 | $270K | Buy |
+1,704
| New | +$270K | ﹤0.01% | 1370 |
|