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 |
|