Diversified Trust’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 | – | Sell |
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|
2025
Q4 | $2.28M | Buy |
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|
2025
Q3 | $1.88M | Hold |
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|
2025
Q2 | $1.55M | Sell |
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|
2025
Q1 | $1.38M | Sell |
|
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $1.47M | Buy |
|
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|
2024
Q2 | $1.29M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $626K | Buy |
|
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|
2023
Q1 | $377K | Sell |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $695K | Buy |
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|
2022
Q2 | $293K | Sell |
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|
2022
Q1 | $410K | Buy |
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|
2021
Q4 | $295K | Buy |
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|
2021
Q3 | $229K | Sell |
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|
2021
Q2 | $300K | Buy |
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