EP Wealth Advisors’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	$512K	Sell	2,602 -14	-0.5%	-$2.76K	﹤0.01%	771
2025 Q1	$440K	Buy	2,616 +852	+48%	+$143K	﹤0.01%	752
2024 Q4	$326K	Buy	1,764 +304	+21%	+$56.2K	﹤0.01%	837
2024 Q3	$260K	Buy	+1,460	New	+$260K	﹤0.01%	921