Dorsey & Whitney Trust’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 | $279K | Sell |
1,419
-157
| -10% | -$30.9K | 0.01% | 557 |
|
|
2025
Q1 | $265K | Sell |
1,576
-70
| -4% | -$11.8K | 0.02% | 552 |
|
|
2024
Q4 | $304K | Sell |
1,646
-12
| -0.7% | -$2.22K | 0.02% | 512 |
|
|
2024
Q3 | $295K | Buy |
+1,658
| New | +$295K | 0.02% | 524 |
|
|
2024
Q2 | – | Sell |
-1,206
| Closed | -$202K | – | 630 |
|
|
2024
Q1 | $202K | Buy |
+1,206
| New | +$202K | 0.01% | 596 |
|
|
2015
Q1 | – | Sell |
-944
| Closed | -$200K | – | 260 |
|
|
2014
Q4 | $200K | Buy |
+944
| New | +$200K | 0.05% | 248 |
|
|
2014
Q1 | – | Sell |
-1,040
| Closed | -$225K | – | 247 |
|
|
2013
Q4 | $225K | Sell |
1,040
-103
| -9% | -$22.3K | 0.06% | 227 |
|
|
2013
Q3 | $209K | Buy |
+1,143
| New | +$209K | 0.06% | 238 |
|