Covestor’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 | $77K | Buy |
393
+151
| +62% | +$29.6K | 0.05% | 697 |
|
|
2025
Q1 | $41K | Sell |
242
-161
| -40% | -$27.3K | 0.03% | 920 |
|
|
2024
Q4 | $75K | Sell |
403
-68
| -14% | -$12.7K | 0.05% | 672 |
|
|
2024
Q3 | $84K | Buy |
471
+83
| +21% | +$14.8K | 0.05% | 628 |
|
|
2024
Q2 | $60K | Sell |
388
-156
| -29% | -$24.1K | 0.04% | 770 |
|
|
2024
Q1 | $91K | Sell |
544
-129
| -19% | -$21.6K | 0.06% | 601 |
|
|
2023
Q4 | $102K | Buy |
673
+227
| +51% | +$34.4K | 0.07% | 480 |
|
|
2023
Q3 | $58K | Sell |
446
-40
| -8% | -$5.2K | 0.04% | 692 |
|
|
2023
Q2 | $73K | Buy |
486
+416
| +594% | +$62.5K | 0.06% | 605 |
|
|
2023
Q1 | $10K | Sell |
70
-167
| -70% | -$23.9K | 0.01% | 1292 |
|
|
2022
Q4 | $38K | Buy |
237
+150
| +172% | +$24.1K | 0.03% | 828 |
|
|
2022
Q3 | $9K | Sell |
87
-1,011
| -92% | -$105K | 0.01% | 1291 |
|
|
2022
Q2 | $128K | Buy |
1,098
+122
| +13% | +$14.2K | 0.1% | 266 |
|
|
2022
Q1 | $138K | Buy |
976
+466
| +91% | +$65.9K | 0.09% | 309 |
|
|
2021
Q4 | $84K | Buy |
+510
| New | +$84K | 0.12% | 236 |
|