CX Institutional’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 | – | Sell |
-22
| Closed | -$4K | – | 1214 |
|
|
2025
Q1 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 1079 |
|
|
2024
Q4 | – | Sell |
-26,224
| Closed | -$4.66M | – | 538 |
|
|
2024
Q3 | $4.66M | Buy |
+26,224
| New | +$4.66M | 0.21% | 136 |
|
|
2022
Q3 | – | Sell |
-402
| Closed | -$47K | – | 482 |
|
|
2022
Q2 | $47K | Buy |
+402
| New | +$47K | ﹤0.01% | 685 |
|
|
2021
Q4 | – | Sell |
-401
| Closed | -$61K | – | 360 |
|
|
2021
Q3 | $61K | Hold |
401
| – | – | 0.01% | 540 |
|
|
2021
Q2 | $62K | Hold |
401
| – | – | 0.01% | 521 |
|
|
2021
Q1 | $60K | Hold |
401
| – | – | 0.01% | 453 |
|
|
2020
Q4 | $41K | Sell |
401
-9
| -2% | -$920 | ﹤0.01% | 473 |
|
|
2020
Q3 | $28K | Buy |
410
+14
| +4% | +$956 | ﹤0.01% | 479 |
|
|
2020
Q2 | $30K | Buy |
+396
| New | +$30K | ﹤0.01% | 384 |
|
|
2019
Q4 | – | Sell |
-9
| Closed | -$1K | – | 731 |
|
|
2019
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 759 |
|
|
2019
Q2 | $1K | Buy |
9
+4
| +80% | +$444 | ﹤0.01% | 809 |
|
|
2019
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 727 |
|