Edgestream Partners’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
-5,920
Closed -$995K 841
2025
Q1
$995K Buy
5,920
+410
+7% +$68.9K 0.03% 609
2024
Q4
$1.02M Buy
5,510
+876
+19% +$162K 0.04% 563
2024
Q3
$824K Buy
+4,634
New +$824K 0.04% 609
2024
Q1
Sell
-2,095
Closed -$317K 796
2023
Q4
$317K Sell
2,095
-2,333
-53% -$353K 0.02% 709
2023
Q3
$577K Buy
+4,428
New +$577K 0.05% 561
2018
Q3
Sell
-16,465
Closed -$2.45M 256
2018
Q2
$2.45M Buy
16,465
+11,531
+234% +$1.71M 0.5% 67
2018
Q1
$935K Buy
+4,934
New +$935K 0.18% 145