Creative Planning’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.26M | Buy |
11,785
+1,953
| +20% | +$589K | ﹤0.01% | 1515 |
|
|
2025
Q4 | $2.83M | Buy |
9,832
+2,363
| +32% | +$611K | ﹤0.01% | 1423 |
|
|
2025
Q3 | $1.78M | Buy |
7,469
+1,162
| +18% | +$256K | ﹤0.01% | 1637 |
|
|
2025
Q2 | $1.24M | Buy |
6,307
+235
| +4% | +$40.8K | ﹤0.01% | 1677 |
|
|
2025
Q1 | $1.02M | Sell |
6,072
-288
| -5% | -$50.2K | ﹤0.01% | 1699 |
|
|
2024
Q4 | $1.18M | Buy |
6,360
+23
| +0.4% | +$4.29K | ﹤0.01% | 1518 |
|
|
2024
Q3 | $1.13M | Sell |
6,337
-146
| -2% | -$24.8K | ﹤0.01% | 1432 |
|
|
2024
Q2 | $1.01M | Buy |
6,483
+281
| +5% | +$44.7K | ﹤0.01% | 1388 |
|
|
2024
Q1 | $1.04M | Buy |
6,202
+3,582
| +137% | +$557K | ﹤0.01% | 1319 |
|
|
2023
Q4 | $397K | Buy |
2,620
+208
| +9% | +$27.9K | ﹤0.01% | 1872 |
|
|
2023
Q3 | $314K | Buy |
2,412
+33
| +1% | +$4.62K | ﹤0.01% | 1900 |
|
|
2023
Q2 | $357K | Buy |
2,379
+906
| +62% | +$130K | ﹤0.01% | 1774 |
|
|
2023
Q1 | $210K | Buy |
1,473
+1,456
| +8,565% | +$230K | ﹤0.01% | 2098 |
|
|
2022
Q4 | $2.69K | Buy |
+17
| New | +$2.4K | ﹤0.01% | 2414 |
|
|
2021
Q2 | – | Sell |
-1,523
| Closed | -$227K | – | 2081 |
|
|
2021
Q1 | $227K | Buy |
+1,523
| New | +$199K | ﹤0.01% | 1992 |
|
|
2018
Q4 | – | Sell |
-1,837
| Closed | -$251K | – | 1951 |
|
|
2018
Q3 | $251K | Buy |
+1,837
| New | +$271K | ﹤0.01% | 1526 |
|
|
2017
Q3 | – | Sell |
-705
| Closed | -$117K | – | 1954 |
|
|
2017
Q2 | $117K | Buy |
705
+92
| +15% | +$14.7K | ﹤0.01% | 1879 |
|
|
2017
Q1 | $101K | Sell |
613
-81
| -12% | -$12.8K | ﹤0.01% | 1953 |
|
|
2016
Q4 | $101K | Buy |
694
+328
| +90% | +$47.6K | ﹤0.01% | 1853 |
|
|
2016
Q3 | $53K | Sell |
366
-5
| -1% | -$716 | ﹤0.01% | 2307 |
|
|
2016
Q2 | $52K | Buy |
371
+245
| +194% | +$40.1K | ﹤0.01% | 2112 |
|
|
2016
Q1 | $20K | Buy |
126
+11
| +10% | +$1.53K | ﹤0.01% | 2738 |
|
|
2015
Q4 | $18K | Sell |
115
-105
| -48% | -$18.1K | ﹤0.01% | 2911 |
|
|
2015
Q3 | $38K | Buy |
+220
| New | +$43.3K | ﹤0.01% | 2239 |
|
|
2015
Q2 | – | Sell |
-90
| Closed | -$19K | – | 1173 |
|
|
2015
Q1 | $19K | Sell |
90
-99
| -52% | -$20.9K | ﹤0.01% | 2748 |
|
|
2014
Q4 | $40K | Buy |
189
+143
| +311% | +$28.4K | ﹤0.01% | 2145 |
|
|
2014
Q3 | $9K | Buy |
46
+41
| +820% | +$8.37K | ﹤0.01% | 2985 |
|
|
2014
Q2 | $1K | Sell |
5
-9
| -64% | -$1.74K | ﹤0.01% | 3607 |
|
|
2014
Q1 | $3K | Buy |
+14
| New | +$2.75K | ﹤0.01% | 3238 |
|
|
2013
Q4 | – | Sell |
-87
| Closed | -$16K | – | 3304 |
|
|
2013
Q3 | $16K | Buy |
87
+60
| +222% | +$10.7K | ﹤0.01% | 2207 |
|
|
2013
Q2 | $4K | Buy |
+27
| New | +$4.27K | ﹤0.01% | 2603 |
|
Other funds holding AMG
VPM
VCM
AI
