EverSource Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.3K | Buy |
281
+133
| +90% | +$26.2K | ﹤0.01% | 1544 |
|
|
2025
Q1 | $24.9K | Buy |
148
+37
| +33% | +$6.22K | ﹤0.01% | 1574 |
|
|
2024
Q4 | $20.5K | Buy |
111
+13
| +13% | +$2.4K | ﹤0.01% | 1607 |
|
|
2024
Q3 | $17.4K | Sell |
98
-302
| -76% | -$53.7K | ﹤0.01% | 1563 |
|
|
2024
Q2 | $74.2K | Sell |
400
-107
| -21% | -$19.9K | ﹤0.01% | 916 |
|
|
2024
Q1 | $79.1K | Buy |
507
+24
| +5% | +$3.75K | 0.01% | 799 |
|
|
2023
Q4 | $73.1K | Buy |
483
+41
| +9% | +$6.21K | 0.01% | 756 |
|
|
2023
Q3 | $57.6K | Buy |
442
+16
| +4% | +$2.09K | 0.01% | 758 |
|
|
2023
Q2 | $63.9K | Buy |
426
+102
| +31% | +$15.3K | 0.01% | 741 |
|
|
2023
Q1 | $46.1K | Buy |
324
+20
| +7% | +$2.85K | 0.01% | 817 |
|
|
2022
Q4 | $48.2K | Sell |
304
-219
| -42% | -$34.7K | 0.01% | 779 |
|
|
2022
Q3 | $58K | Buy |
+523
| New | +$58K | 0.01% | 594 |
|