Creative Planning’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 | $1.24M | Buy |
6,307
+235
| +4% | +$46.2K | ﹤0.01% | 1672 |
|
|
2025
Q1 | $1.02M | Sell |
6,072
-288
| -5% | -$48.4K | ﹤0.01% | 1695 |
|
|
2024
Q4 | $1.18M | Buy |
6,360
+23
| +0.4% | +$4.25K | ﹤0.01% | 1515 |
|
|
2024
Q3 | $1.13M | Sell |
6,337
-146
| -2% | -$26K | ﹤0.01% | 1432 |
|
|
2024
Q2 | $1.01M | Buy |
6,483
+281
| +5% | +$43.9K | ﹤0.01% | 1384 |
|
|
2024
Q1 | $1.04M | Buy |
6,202
+3,582
| +137% | +$600K | ﹤0.01% | 1315 |
|
|
2023
Q4 | $397K | Buy |
2,620
+208
| +9% | +$31.5K | ﹤0.01% | 1868 |
|
|
2023
Q3 | $314K | Buy |
2,412
+33
| +1% | +$4.3K | ﹤0.01% | 1895 |
|
|
2023
Q2 | $357K | Buy |
2,379
+906
| +62% | +$136K | ﹤0.01% | 1767 |
|
|
2023
Q1 | $210K | Buy |
1,473
+1,456
| +8,565% | +$207K | ﹤0.01% | 2091 |
|
|
2022
Q4 | $2.69K | Buy |
+17
| New | +$2.69K | ﹤0.01% | 2358 |
|
|
2021
Q2 | – | Sell |
-1,523
| Closed | -$227K | – | 1995 |
|
|
2021
Q1 | $227K | Buy |
+1,523
| New | +$227K | ﹤0.01% | 1956 |
|
|
2018
Q4 | – | Sell |
-1,837
| Closed | -$251K | – | 1809 |
|
|
2018
Q3 | $251K | Buy |
+1,837
| New | +$251K | ﹤0.01% | 1514 |
|
|
2017
Q3 | – | Sell |
-705
| Closed | -$117K | – | 1919 |
|
|
2017
Q2 | $117K | Buy |
705
+92
| +15% | +$15.3K | ﹤0.01% | 1866 |
|
|
2017
Q1 | $101K | Sell |
613
-81
| -12% | -$13.3K | ﹤0.01% | 1939 |
|
|
2016
Q4 | $101K | Buy |
694
+328
| +90% | +$47.7K | ﹤0.01% | 1839 |
|
|
2016
Q3 | $53K | Sell |
366
-5
| -1% | -$724 | ﹤0.01% | 2290 |
|
|
2016
Q2 | $52K | Buy |
371
+245
| +194% | +$34.3K | ﹤0.01% | 2100 |
|
|
2016
Q1 | $20K | Buy |
126
+11
| +10% | +$1.75K | ﹤0.01% | 2720 |
|
|
2015
Q4 | $18K | Sell |
115
-105
| -48% | -$16.4K | ﹤0.01% | 2875 |
|
|
2015
Q3 | $38K | Buy |
+220
| New | +$38K | ﹤0.01% | 2227 |
|
|
2015
Q2 | – | Sell |
-90
| Closed | -$19K | – | 1131 |
|
|
2015
Q1 | $19K | Sell |
90
-99
| -52% | -$20.9K | ﹤0.01% | 2724 |
|
|
2014
Q4 | $40K | Buy |
189
+143
| +311% | +$30.3K | ﹤0.01% | 2127 |
|
|
2014
Q3 | $9K | Buy |
46
+41
| +820% | +$8.02K | ﹤0.01% | 2940 |
|
|
2014
Q2 | $1K | Sell |
5
-9
| -64% | -$1.8K | ﹤0.01% | 3498 |
|
|
2014
Q1 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 3159 |
|
|
2013
Q4 | – | Sell |
-87
| Closed | -$16K | – | 3304 |
|
|
2013
Q3 | $16K | Buy |
87
+60
| +222% | +$11K | ﹤0.01% | 2207 |
|
|
2013
Q2 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 2603 |
|