EverSource Wealth Advisors’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	$49.5K	Buy	179 +56	+46%	+$16.9K	﹤0.01%	1895
2025 Q4	$35.5K	Sell	123 -113	-48%	-$29.2K	﹤0.01%	1991
2025 Q3	$56.3K	Sell	236 -45	-16%	-$9.92K	﹤0.01%	1618
2025 Q2	$55.3K	Buy	281 +133	+90%	+$23.1K	﹤0.01%	1551
2025 Q1	$24.9K	Buy	148 +37	+33%	+$6.45K	﹤0.01%	1576
2024 Q4	$20.5K	Buy	111 +13	+13%	+$2.43K	﹤0.01%	1607
2024 Q3	$17.4K	Sell	98 -302	-76%	-$51.3K	﹤0.01%	1563
2024 Q2	$74.2K	Sell	400 -107	-21%	-$17K	﹤0.01%	916
2024 Q1	$79.1K	Buy	507 +24	+5%	+$3.73K	0.01%	799
2023 Q4	$73.1K	Buy	483 +41	+9%	+$5.51K	0.01%	756
2023 Q3	$57.6K	Buy	442 +16	+4%	+$2.24K	0.01%	758
2023 Q2	$63.9K	Buy	426 +102	+31%	+$14.6K	0.01%	741
2023 Q1	$46.1K	Buy	324 +20	+7%	+$3.16K	0.01%	817
2022 Q4	$48.2K	Sell	304 -219	-42%	-$31K	0.01%	779
2022 Q3	$58K	Buy	+523	New	+$65.6K	0.01%	594